Otavio (Tavi) Costa(@TaviCosta):Brazilian small caps have just poked their head above a 15-year resistance level. This is shaping up to be a major breakout that still remains largely off the radar. Small caps have drastically lagged large cap companies in Brazil, and ignoring them here could be a costly mistake in my view. When a secular move begins to unfold, underperforming assets often turn into the biggest opportunities.

Otavio (Tavi) Costa

@TaviCosta

Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com

Joined June 2014

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Otavio (Tavi) Costa@TaviCosta

2026.04.22 22:04

Brazilian small caps have just poked their head above a 15-year resistance level. This is shaping up to be a major breakout that still remains largely off the radar. Small caps have drastically lagged large cap companies in Brazil, and ignoring them here could be a costly mistake in my view. When a secular move begins to unfold, underperforming assets often turn into the biggest opportunities.