Jive Investments

Guilherme Ferreira, the firm's founder and CEO, leads the investment committee. Ferreira structured the firm's initial capital partnerships and has overseen its evolution from a post-2008 distressed-credit boutique into a multi-strategy special-situations manager. Day-to-day portfolio decisions are handled by dedicated trading and asset-management teams segmented by asset class — credit, real estate, and special situations.

Jive is fundamentally a non-performing loan aggregator. The firm buys consumer, SME, and corporate NPL portfolios from Brazilian banks and restructures or collects on them through its in-house servicing platform. This is not a typical hedge-fund special-situations book that trades distressed public securities — Jive's universe is private, bilateral, and operationally heavy, requiring substantial headcount and legal infrastructure rather than pure financial engineering.

Deal flow comes principally from Brazilian retail and wholesale banks conducting portfolio-sale auctions, as well as from corporate entities and judicial courts. Because Jive has been a consistent buyer for over a decade and runs its own loan-servicing operation, it often receives first-look or privileged access to large portfolio offerings. The firm also originates from judicial credits — acquiring court-mandated payment rights — a sourcing channel few international funds have the legal capability to access directly.

Jive's portfolio is overwhelmingly domestic. The firm's distinct advantage is the operational intensity required to service Brazilian distressed credits — a capability that does not translate easily across borders. While some of its international limited partners have encouraged geographic expansion, Jive has remained concentrated in Brazilian consumer, corporate, and judicial-credit markets.

Cartesian Capital Group was an early institutional backer and held a controlling interest for years. In January 2022, the two parties restructured their relationship: Jive's management gained operational independence while Cartesian retained a significant economic stake. The firm now operates as a standalone Brazilian manager with institutional-capital heritage.