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Estratégia de



Investimento
Infra-estrutura Intangível

       TECNOLOGIAS DA INFORMAÇÃO E COMUNICAÇÃO


                               SERVIÇOS      ...
Porquê?


          2
Era uma vez...




                 3
...cuja missão era...




                        4
....fazia basicamente 4 coisas...




Fonte: Mihaly Csikszentmihalyi, Finding Flow
                                       ...
....altamente comunitário...




                               6
...buscando ser feliz...




                                               O que? Com quem? Aonde?




Fonte: Mihaly Csik...
...sempre tentando fazer melhor, mais rápido e
mais barato...




Fonte: Techonomy
                                       ...
....preenchendo suas necessidades...


                               +       Tempo   -




                              ...
....dependendo de suas possibilidades.




                                         MASLOW




                           ...
E ele prosperou e se multiplicou...




                 + 6.800.000.000 em 2010
                 + 8.100.000.000 em 2030
...
...se conectou...




                    + 6.800.000.000 em 2010
                    + 8.100.000.000 em 2030
            ...
...e prosperou.




+ 6.800.000.000 em 2010
+ 8.100.000.000 em 2030
+ 10.000.000.000 em 2050




                         ...
As atividades não mudam, mas...




                                  14
1. Os fundamentos estão mudando


                                             + rápido




                              ...
2. A trama social esta mudando




                                               + interações
                           ...
3. O mercado esta mudando




                                                pago <> grátis
                             ...
4. A perspectiva sobre os recursos está
mudando




                            >demanda      >imperativo
                ...
5. A demografia e geopolítica estão mudando




                            +20% acima 60 anos   +56% asiáticos
 + 6.800.0...
6. As necessidades estão mudando


                       +B24B



                       +consumo



                    ...
7. O Brasil está mudando

 PIB mundial deverá crescer
 3,3% ao ano, entre 2006 e
                                         ...
Resultando em mudanças na perspectiva dos
investimentos

                                       Infra-estrutura tangível t...
Infra-estrutura Intangível            é o conjunto de
fatores (político, legal, social e econômico) que
maximizam a capaci...
A Astella investe capital, cultura e capacitações em empreendedores ousados e
    determinados a mudar o mundo construindo...
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Tese / Estratégia de investimento

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Tese / Estratégia de investimento

  1. 1. Estratégia de Investimento
  2. 2. Infra-estrutura Intangível TECNOLOGIAS DA INFORMAÇÃO E COMUNICAÇÃO SERVIÇOS SERVIÇOS EDUCAÇÃO SAÚDE FINANCEIROS CORPORATIVOS 1
  3. 3. Porquê? 2
  4. 4. Era uma vez... 3
  5. 5. ...cuja missão era... 4
  6. 6. ....fazia basicamente 4 coisas... Fonte: Mihaly Csikszentmihalyi, Finding Flow 5
  7. 7. ....altamente comunitário... 6
  8. 8. ...buscando ser feliz... O que? Com quem? Aonde? Fonte: Mihaly Csikszentmihalyi, Finding Flow 7
  9. 9. ...sempre tentando fazer melhor, mais rápido e mais barato... Fonte: Techonomy 8
  10. 10. ....preenchendo suas necessidades... + Tempo - - $ + 9
  11. 11. ....dependendo de suas possibilidades. MASLOW 10
  12. 12. E ele prosperou e se multiplicou... + 6.800.000.000 em 2010 + 8.100.000.000 em 2030 + 10.000.000.000 em 2050 Fonte: USCB 11
  13. 13. ...se conectou... + 6.800.000.000 em 2010 + 8.100.000.000 em 2030 + 10.000.000.000 em 2050 12
  14. 14. ...e prosperou. + 6.800.000.000 em 2010 + 8.100.000.000 em 2030 + 10.000.000.000 em 2050 13
  15. 15. As atividades não mudam, mas... 14
  16. 16. 1. Os fundamentos estão mudando + rápido + globalizado + exteligente Fonte: Alvim Toffler, Revolutionary Wealth 15
  17. 17. 2. A trama social esta mudando + interações + relacionamentos + informações + transações Quem é? Quem conhece? O que faz? Fonte: Jared Diamond - Guns, Steel and Germs 16
  18. 18. 3. O mercado esta mudando pago <> grátis poucos <> muitos consumo <> prosumo físico <> virtual Fonte: Alvim Toffler, Revolutionary Wealth 17
  19. 19. 4. A perspectiva sobre os recursos está mudando >demanda >imperativo energia e sustentabilidade + 6.800.000.000 em 2010 commodities + 8.100.000.000 em 2030 + 10.000.000.000 em 2050 18
  20. 20. 5. A demografia e geopolítica estão mudando +20% acima 60 anos +56% asiáticos + 6.800.000.000 em 2010 + 8.100.000.000 em 2030 + 10.000.000.000 em 2050 Fonte: USCB 19
  21. 21. 6. As necessidades estão mudando +B24B +consumo +democrático +investimento +inseguro 20
  22. 22. 7. O Brasil está mudando PIB mundial deverá crescer 3,3% ao ano, entre 2006 e O PIB brasileiro em 2020 será US$671 bilhões maior que em As empresas 2020. O Brasil terá um ritmo 2005. Isso equivale à soma de brasileiras um pouco mais acelerado. Sua toda a riqueza gerada hoje na expansão anual média deverá América Central, Caribe e mudarão de ser de 3,7%. demais países da América do Sul. escala. Consumo Recursos Infra-estrutura Interno Naturais Tangível Fonte: Astella, Ernst & Young, Fundação Getúlio Vargas 21
  23. 23. Resultando em mudanças na perspectiva dos investimentos Infra-estrutura tangível tem sido um dos temas de investimento mais duradouro nos últimos anos (energia, construção cível, transportes) e tem fomentado o crescimento de economias emergentes e em especial de empresas do setor No entanto, a busca pela diversificação e sustentação do crescimento bem como pela melhora da competitividade, tanto no âmbito corporativo quanto governamental, favorece a infraestrutura intangível Fonte: Astella, Credit Suisse, Exame 22
  24. 24. Infra-estrutura Intangível é o conjunto de fatores (político, legal, social e econômico) que maximizam a capacidade humana e permitem o crescimento eficiente das atividades empresariais; relevância dado ponto de inflexão da demanda, prioridades governamentais e globalização os elementos mais relevantes na perspectiva de investimento são: educação, saúde, serviços financeiros, serviços corporativos e tecnologia. 23
  25. 25. A Astella investe capital, cultura e capacitações em empreendedores ousados e determinados a mudar o mundo construindo empresas extraodinárias. www.astellainvest.com @astellainvest 24

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