Led by Vivian Lee and Eduardo Alhadeff, Ibiuna Crédito Gestão de Recursos manages the firm’s credit funds. It currently has BRL 2.4 billion under management and 7 portfolio managers and analysts.
See the timeline with the strategy's main managers and analysts.
The credit portfolio management team seeks opportunities in the Latin American private credit market, having as its key strategy an in-depth fundamental analysis of companies and sectors, in addition to monitoring the macroeconomic environment along with the company’s Macro team.
The team’s experience with the international credit market and the pragmatism in managing the portfolio are also remarkable differentials. Each position is taken based on projection models, stress and refinancing scenarios, contacts with companies and ESG risk review.
CREDIT | ||||||||||||
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Fund | Day | MTD | YTD | 12M | 24M | 36M | Since Inception | Current AUM (BRL) | Average AUM (BRL) | |||
+ | Ibiuna Credit FIC FIM Cred Priv | 0,05% | 0,41% | 8,81% | 12,56% | 27,29% | 42,33% | 53,77% |
FIC: 1.386 MASTER: 1.395 |
FIC: 1.456 MASTER: 1.461 |
Details | |
% CDI | 124% | 117% | 118% | 112% | 104% | 107% | 123% | |||||
Inception date:
31/07/2020
NAV date:
12/09/2024
NAV:
153,7676618
Benchmark:
CDI |
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+ | Ibiuna I Credit Prev Itau FIC FIM | 0,04% | 0,33% | 8,29% | 11,95% | - | - | 18,75% |
FIC: 10 MASTER: 10 |
FIC: 9 MASTER: 9 |
Details | |
% CDI | 111% | 92% | 111% | 107% | - | - | 103% | |||||
Inception date:
20/03/2023
NAV date:
12/09/2024
NAV:
118,7460697
Benchmark:
CDI |
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