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 2.7 billion under management and 11 portfolio managers and analysts.
Check the career timeline for each key professional.
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 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
| + | Ibiuna Long Short STLS FIC FIM | 0,43% | 0,17% | -1,05% | 7,05% | 33,77% | 51,84% | 237,47% |
FIC: 802 MASTER: 1.997 |
FIC: 794 MASTER: 2.134 |
Details
|
|
| % CDI | 1.075% | 32% | - | 56% | 123% | 144% | 150% | |||||
|
Inception date:
31/07/2013
NAV date:
17/04/2024
NAV:
337,4683696
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| + | Ibiuna Long Biased FIC FIM | 0,25% | -3,68% | -8,01% | 4,46% | 11,20% | 23,75% | 260,32% |
FIC: 188 MASTER: 188 |
FIC: 247 MASTER: 285 |
Details
|
|
| Dif. IMA-B | 0,33% | -2,31% | -6,82% | -4,34% | -7,28% | -0,87% | 75,55% | |||||
|
Inception date:
20/05/2013
NAV date:
17/04/2024
NAV:
360,3199682
Benchmark:
IMA-B |
||||||||||||
|
|
||||||||||||
| + | Ibiuna Equities FIC FIA | 0,08% | -4,12% | -7,84% | 12,95% | 9,20% | 10,98% | 275,48% |
FIC: 33 MASTER: 144 |
FIC: 35 MASTER: 168 |
Details
|
|
| Dif. IBRX | 0,24% | -1,23% | -0,78% | -3,65% | 3,87% | 8,64% | 109,25% | |||||
|
Inception date:
29/07/2011
NAV date:
17/04/2024
NAV:
375,4842457
Benchmark:
IBRX |
||||||||||||
|
|
||||||||||||
| + | Ibiuna Equities 30 FIC FIA | 0,08% | -4,16% | -7,85% | 12,87% | 8,66% | 10,58% | 106,52% |
FIC: 105 MASTER: 144 |
FIC: 121 MASTER: 168 |
Details
|
|
| Dif. IBRX | 0,24% | -1,26% | -0,78% | -3,73% | 3,33% | 8,36% | 6,79% | |||||
|
Inception date:
19/01/2017
NAV date:
17/04/2024
NAV:
206,5202901
Benchmark:
IBRX |
||||||||||||
|
|
||||||||||||
| + | Sulamerica Ibiuna LB Prev FIM | 0,08% | -0,40% | 1,00% | 9,44% | 18,08% | 25,36% | 53,50% |
FIC: 61 MASTER: 61 |
FIC: 65 MASTER: 65 |
Details
|
|
| % CDI | 191% | - | 32% | 76% | 66% | 70% | 96% | |||||
|
Inception date:
23/04/2018
NAV date:
17/04/2024
NAV:
153,5013723
Benchmark:
CDI |
||||||||||||
|
|
||||||||||||
| Cookie | Duration | Description |
|---|---|---|
| cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
| cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
| cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
| cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
| cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
| viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |