Ibiuna Long Short, Ibiuna Long Biased, Ibiuna Equities and Ibiuna Long Biased Previdência are managed by Ibiuna Ações Gestão de Recursos team, led by André Lion. It currently has BRL 2.5 billion under management and 11 portfolio managers and analysts.
See the timeline with the strategy's main managers and analysts.
The main goal of the equities portfolio management team is to find opportunities in Brazilian stocks through a fundamental approach with a pragmatic bias. In general, our team looks for discrepancies between market prices and the intrinsic value of companies.
The objective and sensible posture in the fundamental analysis is a remarkable differential of our team. Each position has its own investment thesis and target price and is closed out whenever one of these two parameters is reached or invalidated.
| EQUITIES | ||||||||||||
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| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Ibiuna Long Short STLS FIC FIM | -0,75% | -2,03% | 2,11% | 5,22% | 18,67% | 51,73% | 248,25% |
FIC: 725 MASTER: 1.677 |
FIC: 790 MASTER: 1.944 |
Details
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| % CDI | - | - | 22% | 48% | 73% | 128% | 142% | |||||
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Inception date:
31/07/2013
NAV date:
13/11/2024
NAV:
348,245197
Benchmark:
CDI |
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| + | Ibiuna Long Biased FIC FIM | -0,63% | -2,90% | -3,08% | 3,33% | 8,16% | 28,14% | 279,62% |
FIC: 155 MASTER: 155 |
FIC: 193 MASTER: 206 |
Details
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| Dif. IMA-B | -0,66% | -3,23% | -3,57% | -0,65% | -9,01% | 2,60% | 89,99% | |||||
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Inception date:
20/05/2013
NAV date:
13/11/2024
NAV:
379,6243172
Benchmark:
IMA-B |
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| + | Ibiuna Equities FIC FIA | -0,07% | -1,86% | -3,21% | 3,44% | 9,66% | 25,56% | 294,39% |
FIC: 31 MASTER: 112 |
FIC: 32 MASTER: 139 |
Details
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| Dif. IBRX | -0,10% | -0,48% | 0,89% | 0,16% | -3,10% | 5,63% | 119,63% | |||||
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Inception date:
29/07/2011
NAV date:
13/11/2024
NAV:
394,3884039
Benchmark:
IBRX |
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| + | Ibiuna Equities 30 FIC FIA | -0,07% | -1,85% | -2,78% | 3,90% | 10,05% | 25,58% | 117,88% |
FIC: 72 MASTER: 112 |
FIC: 97 MASTER: 139 |
Details
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| Dif. IBRX | -0,10% | -0,46% | 1,31% | 0,62% | -2,71% | 5,65% | 11,75% | |||||
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Inception date:
19/01/2017
NAV date:
13/11/2024
NAV:
217,8785503
Benchmark:
IBRX |
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| + | Sulamerica Ibiuna LB Prev FIM | -0,04% | -0,22% | 7,17% | 9,34% | 17,13% | 30,32% | 62,88% |
FIC: 53 MASTER: 53 |
FIC: 59 MASTER: 59 |
Details
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| % CDI | - | - | 76% | 86% | 67% | 75% | 97% | |||||
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Inception date:
23/04/2018
NAV date:
13/11/2024
NAV:
162,8847329
Benchmark:
CDI |
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