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 2.3 billion under management and 10 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 | -0,39% | 1,14% | 15,26% | 14,12% | 21,47% | 36,39% | 166,04% |
FIC: 651 MASTER: 1.835 |
FIC: 594 MASTER: 1.794 |
Details
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| % CDI | - | 284% | 220% | 145% | 172% | 212% | 149% | |||||
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Inception date:
31/07/2013
NAV date:
10/08/2022
NAV:
266,0441088
Benchmark:
CDI |
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| + | Ibiuna Long Biased FIC FIM | -0,11% | 1,62% | 11,64% | 1,58% | 23,47% | 26,12% | 226,57% |
FIC: 189 MASTER: 221 |
FIC: 226 MASTER: 250 |
Details
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| Dif. IMA-B | -0,11% | -0,06% | 6,47% | -4,37% | 14,89% | 10,55% | 81,03% | |||||
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Inception date:
20/05/2013
NAV date:
10/08/2022
NAV:
326,572845
Benchmark:
IMA-B |
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| + | Ibiuna Equities FIC FIA | 1,39% | 6,24% | 14,26% | -4,05% | 12,75% | 15,97% | 248,08% |
FIC: 57 MASTER: 192 |
FIC: 66 MASTER: 133 |
Details
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| Dif. IBRX | -0,01% | -0,46% | 9,23% | 7,10% | 4,86% | 8,37% | 109,58% | |||||
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Inception date:
29/07/2011
NAV date:
10/08/2022
NAV:
348,0816603
Benchmark:
IBRX |
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| + | Ibiuna Equities 30 FIC FIA | 1,19% | 5,90% | 14,09% | -4,05% | 12,60% | 15,54% | 92,03% |
FIC: 134 MASTER: 192 |
FIC: 67 MASTER: 133 |
Details
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| Dif. IBRX | -0,21% | -0,80% | 9,07% | 7,10% | 4,72% | 8,05% | 13,11% | |||||
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Inception date:
19/01/2017
NAV date:
10/08/2022
NAV:
192,0333264
Benchmark:
IBRX |
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| + | Sulamerica Ibiuna Long Biased Prev FIM | 0,36% | 1,23% | 7,40% | 4,88% | 13,00% | 19,34% | 33,84% |
FIC: 79 MASTER: 79 |
FIC: 89 MASTER: 89 |
Details
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|
| % CDI | 706% | 305% | 107% | 50% | 104% | 113% | 126% | |||||
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Inception date:
23/04/2018
NAV date:
10/08/2022
NAV:
133,8350606
Benchmark:
CDI |
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