OUR ETHOS
We seek to ride global macro trends by identifying business initiatives at the forefront of the next generation’s new way of life. With our proprietary independent analytics we search for opportunities at the forefront of these paradigm shifts, which at it’s limit, could mean going against the current market direction.
At SHIFT we believe in talented teams and great execution - which deliver high growth potential with low correlation to the markets. Our dedication and belief is such that we will not advise on any project that we are not ourselves personally invested in.
THE WORLD TODAY
There has been a fundamental change in people’s consumption habits, with Generation Z, the digitally native, acting as the main catalyst.
We expect structural disruption in these five sectors.
Planet 2.0
Planet 2.0
Our Planet is facing major issues of climate change, population growth, decarbonization requirements, ocean depletion, pollution and others. These are complex problems that require structural changes.
We believe solutions will come, at least in part, from the private sector offering immense opportunities for growth stories which would contribute to a more resilient, sustainable, healthy planet.
Our Hero:
Food Revolution
Food Revolution
While the world’s population is growing exponentially, natural resources are becoming limited and climate change is impacting the food industry. A new approach is needed.
Our future will depend on innovation that can reinvent the way societies produce, distribute, and consume food.
Our Hero:
Urban Mobility
Urban Mobility
Cosmopolitan city centers are in desperate need of innovation in both services and infrastructure that allow people and goods to move.
Great disruptors are contributing to new trends like electrification, autonomous vehicles and Mobility-as-a- Service models to help them lead the coming urban mobility revolution.
Last Mile Logistics has been the bottle neck of most transport conglomerates. We see potential disruption in this sector and are keen to participate.
Our Hero:
Virtual Life
Engaged Consumer
Engaged Consumer
New technologies are transforming the way products and services are consumed worldwide. In turn, this is transforming consumer behavior and expectations. Consumer engagement has become the central axis of marketing strategies and is at the forefront of direct to consumer sales initiatives.
We look at leaders who are developing strategies to identify, understand and engage the right consumer set. With the correct implementation we see these initiatives to thrive in the future.
Our Heroes:
WHAT WE DO
We invest in projects and specialized investment vehicles, including FOF, disruptive VCs, private loan/debt investments and incubators, with dedicated teams and advisor networks to benefit from growth trends.
With access to an abundant deal flow, employing radical transparency with all our relationships and a continuous involvement throughout the lifespan of any given project, we are an open platform for growth value investing.
OUR FOCUS
Deep technology is a powerful enabler of innovation and positive change. Here are some of todays trends:
Space Tech
AI
Web 3.0
Robotics
New Energy
TEAM
Frederico Victorino
/Managing Partner/
(click for more info)Managing Partner
Frederico Victorino
Founding and Managing Partner of Shift, expertise in Deep Value Investments, Creative Capital, Historical Real Estate and Contemporary Art.
Advised on over 100 Investments totaling > $100MM, > $500M assets under management, and serial consultant / investor in Venture Capital.
Previously worked at Jefferies and Sotheby’s in London. Serial entrepreneur since 2010.
Pedro Veiga da Costa
/Head of Investments/
(click for more info)Head of Investments
Pedro Veiga da Costa
Founding Partner and Head of Investments, expertise in director roles as a CEO, CFO and CIO of several mobility enterprises (€4bn in Assets) and Private Equity Funds (€1bn in Assets).
Previously worked at Brisa, Deloitte and Accenture in M&A and Investment Strategy as well as extensive experience in startup initiatives including several founding roles.
Amaury de Beaumont
/Senior Advisor/
(click for more info)Senior Advisor
Amaury de Beaumont
Senior Partner at Vitol, handling execution of multi-million dollar deals internationally, professional problem solver and mitigator.
Serial investor in many of Shift’s earlier and current offerings. Solid international background and network.
Erich Brodheim
/Senior Advisor/
(click for more info)Senior Advisor
Erich Brodheim
Founding Partner and Senior Advisor, expertise in human talent geared to maximize people’s potential and wellbeing.
Erich works closely with all new hires developing career planning and coaching programs for all key staff. Responsible for our Human Talent Due Diligence program implemented with all portfolio companies.
Erich has several years of experience in managing talent acquisition and retention at BBVA, L’oreal and Johnson & Johnson multinationals.
Miguel Martins O´Neill
/Senior Advisor/
(click for more info)Senior Advisor
Miguel Martins O´Neill
Portfolio Manager, expertise in business analytics and marketing initiatives.
With a strong academic background, Miguel was involved in many Investment and Consulting Clubs initiatives throughout university, developing strong analytical and problem-solving skills.
Previous experience at a Private Equity firm with interests in Agriculture and Energy Transition, partnered with a digital native mind provide a unique perspective to devise deep value investment strategies.