Enio Shinohara

Materials at BTG Pactual

Location:
400 Atlantic St, Stamford, Connecticut, United States
Company:
BTG Pactual
HQ Phone:
(203) 349-7519
Wrong Enio Shinohara?

Last Updated 10/24/2017

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Employment History

Partner and Head of International Portfolios and Associate  - Salesforce.Com Inc

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Brazil's ongoing political soap opera is enough to give any investor the jitters but BTG Pactual Wealth Management's Enio Shinohara and Guilherme Salgueiro understand the value of holding your nerve.

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BTG Pactual's selector duo: how to pick funds the Brazilian way - Citywire

For example, when I met BTG Pactual Wealth Management's Enio Shinohara and Guilherme Salgueiro at their New York offices on May 17, none of us knew that a fresh political scandal was about to burst onto the scene back in their native country.
'Like many others, we made some adjustments, but generally we stick to a long-term strategy and don't succumb to market pressure following these sort of events,' says Shinohara. New York-based Shinohara, 42, is no stranger to Brazil's tense political and economic landscape, having started his investment career in the country 23 years ago. As the head of portfolio solutions at BTG Pactual Wealth Management, he now leads its investment research and fund selection team of 14 people spread across São Paulo, Miami and New York. Embracing this approach means that you can't succumb to the temptation to react to market movements or macro events, says Shinohara. The low levels of volatility in today's market have been worrying Shinohara. 'There's a very important point of difference between uncertainty and volatility. Uncertainty is at very high levels due to numerous geopolitical factors that could unravel, but volatility is still very low.' The huge amount of liquidity central banks across the world have injected into markets has been a major contributor to today's low market volatility, says Shinohara, as a lot of that money was parked in passive vehicles and ETFs. Shinohara adds: 'Whenever you invest early, the manager is hungrier and is starting from a smaller capital base, so it's easier to make money to produce better returns. However, fund managers be warned: if Shinohara welcomes you onto BTG Pactual's third party platform, you'd better make sure you make time to speak to him and his team when they need you. Although not prone to knee-jerk reactions, Shinohara says they have been making some changes to their asset allocation portfolios over the last few months as part of their long-term strategy. 'In fixed income, we've tried to shorten the duration of our portfolios in developed markets to the maximum underweight possible, since we are very bearish about the impact of US interest rates on the market,' says Shinohara. The Brazilian real's volatile nature means this is not suitable for a long-term play and is one they must consider carefully, says Shinohara. Enio Shinohara

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