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Powering Value with Perfin

Powering Value with Perfin

About

We provide consistent long-term returns through equity funds and prioritize resilient investments to achieve returns with margin of safety. Our senior team conducts thorough and disciplined analyses, enabling us to identify assets with risk-return asymmetries leading to value added opportunities. We became reference investors by offering specialized knowledge and access to different levels of professionals in companies and business chains.

  • Perfin Foresight

    The Perfin Foresight (Long Only) strategy involves long-term investments in public equities, with no restrictions on liquidity or market capitalization. The fund utilizes fundamental analysis to compose its portfolio, based on the difference between the intrinsic economic value of assets and their market value, aiming to maximize return expectations and especially avoid risks.

    The fund may use derivatives market to leverage up to 125% of its net worth and may invest up to 25% of its resources in offshore assets. It is an investment vehicle intended for qualified investors, in accordance with CVM regulations.


    * This product is not offered in the US market

  • Perfin Foresight Institucional

    The Perfin Foresight (Long Only) strategy involves long-term investments in public equities, with no restrictions on liquidity or market capitalization. The fund utilizes fundamental analysis to compose its portfolio, based on the difference between the intrinsic economic value of assets and their market value, aiming to maximize return expectations and especially avoid risks.

    The fund may adopt hedge strategies with limitations for leverage, and offshore investments are not allowed. It aims institutional investors, from both legal entities and individuals, including endowment plans, private pension and public servant pension, as well as Fund of Funds, considered general investors.


    * This product is not offered in the US market

Profitability

Fact Sheet

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