The path for achieving and preserving alpha

Investing in great companies with a long-term focus is the path to generating alpha and the best way to create value and grow our investors’ wealth.

About Us

Founded in 2013, we are an independent asset management firm focused on equities.

Our investment philosophy is to seek out good companies with strong competitive advantages (moats) and high long-term value creation (EVA).

We are agnostic to sector, geography and company size, pursuing high-conviction ideas in a concentrated portfolio to maximize alpha generation.

13

years of track record

Firm AUM

R$ million

0

History

years

0

Net Return - Porto SFA

%

0

Funds

Equity

Equity

Equity

Investor Letters

Investor Letter – Q4 2025

Investor Letter – Q3 2025 – “Trilogy – Positive”

Investor Letter – Q2 2025 – “Vale”

Investor Letter – Q1 2025 – “Trilogy – GPS”

Investor Letter – Q4 2024 – “Trilogy – BR Partners”

Investor Letter – Q3 2024 – “Amazon”

Monthly Report and Management Letter

Sign up to receive our Monthly Report and our quarterly Management Letter.

Rua Gomes de Carvalho, 768 – cj 82

ri@sfainvestimentos.com.br

Tel.: (11) 2780-0690 / (11) 98447-3753

Investment Platforms:

SFA Investimentos does not sell or distribute investment fund shares or any other financial assets. The information provided here is solely for informational purposes and does not constitute any form of investment advice and should not be used as such. Investors should seek the guidance of a professional. No information contained on this website constitutes a solicitation, offer, or recommendation to buy or sell shares of any investment fund managed or sponsored by SFA Investimentos, or any other securities, nor should it be interpreted as such in any jurisdiction where such solicitation, offer, or recommendation would be illegal. Investment funds are not guaranteed by the administrator, the portfolio manager, any insurance mechanism, or the credit guarantee fund (FGC). The disclosed profitability is not net of taxes. According to ANBIMA regulations, for evaluating the performance of investment funds, it is recommended to analyze periods of at least 12 (twelve) months. Past performance does not guarantee future results.

The information contained on this website does not constitute responsibility for SFA Investimentos. It is for informational purposes only and should not be considered a recommendation or offer to acquire shares of investment funds. Investment funds are not guaranteed by the administrator, the portfolio manager, any insurance mechanism, or the credit guarantee fund (FGC). Past performance does not guarantee future results. Investors are advised to carefully read the prospectus and the regulations of the investment funds before investing their resources. More details can be found in the essential information sheet produced by the fund administrator. These funds use derivatives strategies as part of their investment policy; such strategies, as adopted, may result in significant losses for their shareholders, potentially leading to losses exceeding the invested capital and consequently the obligation of the shareholder to contribute additional resources to cover the fund’s losses. The disclosed profitability is not net of taxes. Read the Prospectus and the Regulations before investing.

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