← All Strategies

WINNING

Jorge Paulo Lemann

Consumer brand dominance: buy great brands on weakness, concentrate

3Y

Total Return

+19.8%

3Y

Sharpe Ratio

0.30

3Y

Max Drawdown

-6.6%

3Y

Win Rate

48.6%

3Y

Alpha

-60.2%

3Y

Comp. Score *

0.03

Risk Parameters

Max Allocation6.5%

Stop Loss6.6%

Take Profit5.0%

Max DD Tolerance6.6%

Rebalancemonthly

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	21%	5.9% below entry	4.4% above entry	7.4%	TV YH