Jorge Paulo Lemann

Consumer brand dominance: buy great brands on weakness, concentrate

Jorge Paulo Lemann (3G Capital)

Total Return

+18.4%

Sharpe Ratio

0.25

Max Drawdown

-6.8%

Win Rate

48.5%

Alpha

-17.3%

Comp. Score *

0.03

Risk Parameters

Max Allocation6.1%

Stop Loss6.8%

Take Profit5.0%

Max DD Tolerance6.8%

Rebalanceweekly

Execution Guidance

Order TypeLimit

Entry RuleBuy 0.5% below market in uptrend.

TimingSAFE TO BUY. *

ScalingEnter in 3 tranches over 1-2 weeks.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
UL	BUY	20%	5.7% below entry	4.2% above entry	7.3%	TV YH

▶ For Passive Investors (Buy & Hold)

This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -21% drawdown to return 38% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

20.6%

Avg 5Y Sharpe

0.04

10Y Return

37.8%

10Y Sharpe

-0.0

HODL Composite

0.11

Consistency

53%

Suitable for passive