FUND: OCEANA SELECTION FIA
STRATEGY | long only, total return
Investment on listed Equities that trade with significant price distortions relative to their intrinsic values through directional long positions.
- Stocks: focus on companies with solid fundamentals, undervalued stocks; best ideas portfolio;
- Cash: the fund’s cash is managed in a very conservative manner, in instruments with high liquidity and short maturities.
OBJECTIVE | total return
Generate absolute returns uncorrelated to any benchmark over multiple Market cycles.
Capital preservation in different Market environments.
Bottom-up approach based on a rigorous fundamental analysis.
Flexibility to increase or reduce gross exposure according to the opportunities environment.
Oceana, at its discretion, may adopt a posture of collaboration and participation in the governance of invested companies, when considered that these actions will contribute to a value increase of the fund's investments.
|Fund1||Ibov Index2||IBX 1003|
|Last 36 months||40,67%||11,70%||16,73%|
|Last 24 months||32,44%||-6,45%||-5,14%|
|Last 12 months||41,57%||27,32%||26,20%|