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 2.1 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 FIF CIC | 0,14% | 1,04% | 11,45% | 18,53% | 26,84% | 60,39% | 293,92% |
FIC: 582 MASTER: 1.672 |
FIC: 690 MASTER: 1.625 |
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% CDI | 253% | 212% | 198% | 154% | 106% | 142% | 151% | |||||
Inception date:
31/07/2013
NAV date:
12/06/2025
NAV:
393,9173675
Benchmark:
CDI |
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+ | Ibiuna Long Biased FIF CIC | 0,29% | -0,07% | 24,54% | 29,68% | 21,87% | 43,49% | 343,24% |
FIC: 137 MASTER: 138 |
FIC: 148 MASTER: 149 |
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Dif. IMA-B | 0,26% | 0,11% | 17,34% | 23,64% | 11,21% | 20,01% | 141,79% | |||||
Inception date:
20/05/2013
NAV date:
12/06/2025
NAV:
443,2378351
Benchmark:
IMA-B |
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+ | Ibiuna Equities CIC FIA | 0,72% | -0,11% | 23,01% | 27,23% | 22,74% | 35,57% | 355,24% |
FIC: 94 MASTER: 94 |
FIC: 29 MASTER: 99 |
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Dif. IBRX | 0,19% | -0,69% | 8,67% | 12,17% | 4,33% | 12,24% | 159,50% | |||||
Inception date:
29/07/2011
NAV date:
12/06/2025
NAV:
455,2381621
Benchmark:
IBRX |
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+ | Sulamerica Ibiuna LB Prev FIF | 0,12% | 0,42% | 9,18% | 14,96% | 22,57% | 36,09% | 76,57% |
FIC: 50 MASTER: 50 |
FIC: 53 MASTER: 53 |
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% CDI | 230% | 86% | 159% | 125% | 89% | 85% | 100% | |||||
Inception date:
23/04/2018
NAV date:
12/06/2025
NAV:
176,565553
Benchmark:
CDI |
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+ | Subclasse Ibiuna Total Return | 0,27% | 0,07% | 12,79% | 20,77% | - | - | 16,29% |
FIC: 197 MASTER: 205 |
FIC: 155 MASTER: 155 |
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% CDI | 498% | 14% | 221% | 173% | - | - | 128% | |||||
Inception date:
17/05/2024
NAV date:
12/06/2025
NAV:
119,139947
Benchmark:
CDI |
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