Roberto Koeler Lira in

Roberto Koeler Lira

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Head of Equities & Partner at Genial Investimentos
📍 Rio de Janeiro, Rio de Janeiro, Brazil

Roberto Koeler Lira is the Head of Equities and a Partner at Genial Investimentos, where he leads the buy-side equity division. With over two decades in the market, including nearly 15 years at Icatu Vanguarda, he has extensive experience managing long-only and long-biased equity funds.

An economist by training, Roberto earned his BA from the Universidade Federal do Rio de Janeiro and a Masters degree from COPPEAD UFRJ. He is focused on delivering consistent results for clients by optimizing the risk-return relationship in his portfolios.

He is a pioneer and enthusiast of the dividend-focused investment style in the Brazilian market.

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Experience
21 Years
Current Role
Head of Equities & Partner
Job Level
Mid-senior
Location
Rio de Janeiro, Rio de Janeiro, Brazil
Personality Overview

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Priorities

Topics Roberto cares about

Dividend Investing
He is a vocal enthusiast for this investment style and his Plural Dividendos FIA fund has been highlighted for its strong performance in the category.
Equity Portfolio Management
As Head of Equities, he is directly responsible for managing multiple equity strategies, a role he has held for over 15 years across different firms.
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Career

Work history

5-2022
Head of Equities & Partner
Genial Investimentos
11-2007 - 3-2022
Head of Equities
Icatu Vanguarda
12-2003 - 11-2007
Investment Manager
Telos - Fundação Embratel
In the press

Media appearances

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Education
2002 - 2003
Master's degree
COPPEAD UFRJ
1996 - 2000
BA
Universidade Federal do Rio de Janeiro
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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