What AZ Quest Is All About
Founded in 2001 and connected with the Azimut Group since 2015, AZ Quest stands out as one of the largest and most traditional independent fund managers in Brazil. With over R$ 37 billion in assets under management, the company offers a diversified platform of high-quality products designed for every investor profile. It serves individuals, corporations, professional allocators, family offices, institutional, and international clients. AZ Quest remains a key player in an industry that thrives on deep expertise and a disciplined investment process… This long standing heritage, combined with a dynamic approach to investment strategies, makes AZ Quest a name synonymous with trust and performance.
Main Benefits and Key Figures
The strengths of AZ Quest can be easily summarized by a few compelling facts:
- Founded in 2001, with decades of experience in the market
- Association with the Azimut Group since 2015
- Over R$ 37 billion in assets under management
- Highest rating from Moody’s for Management Quality, MQ1 – Excellent
- A diversified platform catering to a wide range of investor profiles
Investment Process Insights
The investment process at AZ Quest is designed to ensure precision and adaptability in today’s ever-changing financial landscape. By combining deep fundamental analysis with robust macroeconomic insights, the process covers a spectrum of approaches:
• For Macro and Fixed Income, comprehensive scenarios are produced with an eye on global and local trends, relying on both macroeconomic and political fundamentals.
• In Variable Income, expert sector analysis and company valuation are central to uncovering opportunities.
• The Private Credit sector assesses credit conditions of the economy and companies, ensuring risk is managed effectively.
• Through Arbitrage, technical factors are carefully looked into during position construction.
• The Systematic approach systematically selects liquid assets, using coding that merges fundamental, technical, risk, and macroeconomic criteria.
• Internationally, major global macro trends are identified alongside micro-level knowledge of specific markets – a blend that has consistently set AZ Quest apart.
The Team and Its Culture
Human capital is regarded as an intangible asset at AZ Quest, and this is clearly reflected in its team culture… The organization consistently attracts and retains top talent by embracing a philosophy of meritocracy and teamwork. Most professionals have long-standing associations with the company, which helps align incentives between managers, shareholders, and investors. It is a culture where mutual growth is prioritized, making every member feel they are an essential part of the journey. This approach not only nurtures professional development but also builds a robust network of experts known for their dedication to excellence.
Historical Milestones
The history of AZ Quest is punctuated by significant milestones that illustrate its evolution and sustained commitment to excellence:
• 2001: AZ Quest is founded by Luiz Carlos Mendonça de Barros, marking the start of a promising journey.
• 2005: The launch of Quest Ações – the first Variable Income fund – signals an innovative step into diversified investment products.
• 2007: Further innovation is showcased with the introduction of the Quest Equity Hedge, the first Long Short fund.
• 2015: The acquisition of 60% of Quest Investimentos by Azimut Brazil brings a fresh infusion of resources and a broader network.
• 2020: Achieving the MQ1 rating by Moody’s for Excellent Management Quality affirms its disciplined approach and professionalism.
• 2023: The market further welcomed innovation with the launch of the first Infrastructure fund in March – a clear demonstration of adaptability and forward-thinking.
Project Impact: Sustainable Development Goals
- SDG 8 – Decent Work and Economic Growth
- SDG 9 – Industry, Innovation and Infrastructure
- SDG 12 – Responsible Consumption and Production
Looking Forward with AZ Quest
As the financial world continues to evolve, AZ Quest remains dedicated to harnessing thorough analysis and a client-focused approach to navigate complex market conditions. The organization’s emphasis on both macroeconomic trends and detailed fund management ensures that every step is taken with precision and agility. Investors find comfort in the consistent application of rigorous analysis and an ever-present commitment to excellence. The evolution from its founding in 2001 to the recent launch of innovative funds in 2023 reflects a forward momentum that is both impressive and reassuring… In an era where agility is as important as strategy, AZ Quest’s deep-rooted expertise combined with innovative financial products continues to support a wide array of investment needs. This dedication to quality and performance positions the organization as not just a manager of assets, but a partner in achieving long-term financial goals.
