Long-only institutional equities fund composed of two books: core equities and tactical equities. Exposure limit per stock of 7.5% for tactical companies and 25% for core companies. Fund agnostic to sector, company size and geography. It tends to have between 10 and 20 stocks in the portfolio, with the 5 largest corresponding to approximately 55% of the fund. Long-term fund, with companies remaining on average between 4 and 5 years. The fund allocates all of its resources in stocks, being suitable for receiving resources from institutional clients; pension funds and RPPS. The allocations replicate the same positions as the flagship fund, following the same philosophy and investment process, only respecting its limits.
The Porto SFA Institutional FIF CIC Ações Fund was created from a split process of the Porto SFA FIF CIC Ações fund on 14/01/2025, and was adapted to resolutions number 5202/25 and 4963/21 of the CMN.
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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.
