Bozano Investimentos’ Equities team approaches different visions of the same investment philosophy. Research is integrated throughout different strategies, which includes macro analysis of structural assumptions, environment and markets, as well as a combined micro analysis of credit and equities, solvency, profitability and governance, therefore generating efficient gains.
Based on this philosophy, 2 products were created: Bozano Equity Hedge and Bozano Fundamental Ações.
The fund seeks to provide differentiated mid and long-term returns through the equities market.
The investment policy of the fund consists of stock selection criteria through the use of fundamental analysis tools, with the objective of mid and long-term absolute returns by following the rules and regulations of CMN resolutions nº 3,792 of 2009 and nº 3,922 of 2010, and by considering their subsequent amendments.
General investors who possess an interest in investing capital for the mid to long-term, and seek to obtain capital gains through equity investments, taking into account their short-term variations.
Performance Fee: 20% of what exceeds the Ibovespa, with a high-water mark
Other Important Information
Fund’s Inception Date: 04/25/2003
Investment: Quota D+1
Redemption: Quota D+1
Minimum Additional Investment: R$ 5,000.00
Account #: 0021839-5
Cetip Account: 0096100-8
Selic Account: 682.000.701
Beneficiary: Bozano Fundamental FIA
Investments and Redemptions May be Requested
Working days, from 9:00 AM to 3:00 PM (Brasília Time)