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 | ||||||||||||
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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 | 0,87% | 1,44% | 0,21% | 9,81% | 35,47% | 52,64% | 241,77% |
FIC: 807 MASTER: 2.004 |
FIC: 794 MASTER: 2.130 |
Details | |
% CDI | 2.170% | 210% | 6% | 79% | 129% | 145% | 152% | |||||
Inception date:
31/07/2013
NAV date:
23/04/2024
NAV:
341,7688321
Benchmark:
CDI |
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+ | Ibiuna Long Biased FIC FIM | 0,54% | -2,41% | -6,80% | 10,62% | 12,62% | 22,69% | 265,08% |
FIC: 189 MASTER: 191 |
FIC: 246 MASTER: 283 |
Details | |
Dif. IMA-B | 0,62% | -1,37% | -5,94% | 1,14% | -5,69% | -1,10% | 79,34% | |||||
Inception date:
20/05/2013
NAV date:
23/04/2024
NAV:
365,0782935
Benchmark:
IMA-B |
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+ | Ibiuna Equities FIC FIA | -0,43% | -3,55% | -7,30% | 17,51% | 10,01% | 8,69% | 277,72% |
FIC: 32 MASTER: 145 |
FIC: 35 MASTER: 168 |
Details | |
Dif. IBRX | -0,09% | -1,52% | -1,06% | -3,15% | 2,54% | 7,07% | 109,10% | |||||
Inception date:
29/07/2011
NAV date:
23/04/2024
NAV:
377,7187727
Benchmark:
IBRX |
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+ | Ibiuna Equities 30 FIC FIA | -0,42% | -3,58% | -7,29% | 17,44% | 9,45% | 8,33% | 107,77% |
FIC: 105 MASTER: 145 |
FIC: 121 MASTER: 168 |
Details | |
Dif. IBRX | -0,08% | -1,55% | -1,06% | -3,22% | 1,98% | 6,82% | 6,25% | |||||
Inception date:
19/01/2017
NAV date:
23/04/2024
NAV:
207,7710007
Benchmark:
IBRX |
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+ | Sulamerica Ibiuna LB Prev FIM | 0,11% | -0,11% | 1,29% | 10,80% | 18,36% | 24,77% | 53,95% |
FIC: 61 MASTER: 61 |
FIC: 65 MASTER: 65 |
Details | |
% CDI | 267% | - | 39% | 87% | 67% | 68% | 97% | |||||
Inception date:
23/04/2018
NAV date:
23/04/2024
NAV:
153,948491
Benchmark:
CDI |
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