Transparency in management is a highly cultivated asset in Dynamo. Besides the usual channels of communication with our investors, we usually write - since Dynamo Cougar inception – the Dynamo Report.
The Dynamo Report is a quarterly newsletter that seeks to critically analyze relevant issues of today's capital markets, and also presents our performance during the relevant period, highlighting the most significant events related to our investments.
Below you can download (PDF file) the last Dynamo reports available. To ensure receipt of future publications, please register on the Mailing menu.
The Other Complexity
Suggests an alternative approach to managing complexity in companies.
Dispersed Ownership and Control Revisited (II)
Resumes the subject of the previous Report updating the situation of the control and concentrated ownership regime.
Dispersed Ownership and Control Revisited (I)
Considers corporate governance issues under the regime of dispersed ownership
Climate: The Price of Conquest
Discusses carbon prices and carbon markets: their importance and implications
In Company with the Forest
Resumes and concludes the narrative of our investment in Suzano.
The Nature of the Tree
Narrates Suzano´s journey, from the entrepreneurship of the beginnings to the current possibilities of its platform of technological innovations.
Fragments
Addresses the consequences of recent transformations in different dimensions of companies' ecosystem.
Contours of Growth
Still on the subject of growth, looks for inspiration in other disciplines, presents the pattern of expansion of companies in the traditional environment and describes how digital companies try to overcome it. It ends by commenting on the importance of sustainable growth for the long-term investor
Paths of Growth
Revisits theoretical contributions and empirical discussions on the theme of company growth, discussing its determinants and strategic alternatives
Thoughts on Digital Transformation
Describes the main elements of the companies' IT configurations, analyzing dilemmas, challenges, impacts and opportunities in their course of digital transformation.
The Order and Disorder of Merit
Reflections on meritocracy, its journey and current dilemmas
From Maxwell to Munger
About phase transitions in matters and regime of changes in companies
… and Convex
Addresses the repercussions of the pandemic on economic activity, on capital markets and on our investment processes
Concave...
Brings together elements about the virus and the disease, as well as aspects of its transmission mechanisms
Negative Interest Rates 101
Discusses the reality of negative interest rates and their possible impacts on our investment environment
Continuation
Continuing in the opportunity of Dynamo’s 25th anniversary, we recover the main messages of Reports 17 to 32.
Beginnings and Principles
We take the occasion of Dynamo’s 25th anniversary to go back in time and remember Reports 1 to 16.
Information on this website is for reference only and is not intended to distribute investment funds or to be used as a framework for taking investment decisions. Investment funds do not have any insurance mechanism and aren’t guaranteed by the fund administrator, portfolio manager or the FGC (“Fundo Garantidor de Crédito”, Brazil’s credit guarantee fund). Past performance is not an indicator or a guarantee of future results. Careful reading of the fund’s bylaws is recommended to investors. ANBIMA’S “how to invest” website: (www.comoinvestir.com.br) Investor Assistance +55 (21) 2512-9394
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