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The investment policy of the FUND is to allocate at least 100% (hundred percent) of its resources exclusively in shares of mutual funds whose investment portfolio is managed by the MANAGER, and whose shares are offered to the general public, with in order to overcome substantially to the CDI in the medium and long term.
Name | Title | Since | Until |
---|---|---|---|
Luiz Nazario Rodrigues | Portfolio Manager | 2019 | Now |
Helder Rodrigues da Cunha Soares | CIO (Chief Investment Officer) | 2012 | Now |
Biography | Helder Rodrigues da Cunha Soares Mr. Soares has a BA degree in Business Administration - FGV 1992.M BA degree in Economics at USP 1993. He started his career as a trainee at Banco Schahin Cury in 1991. In 1992 jointed Patrimonio - Salomon Brother as an equity analyst. In 1994 jointed Banco Matrix as responsible for the structuring of the Equity Research Department. In 1996 became a partner of the bank, as responsible for the Equity Fund Management Department. In 1998 moved to the Equity Proprietary Desk as head of investments collecting over USD 70 MM in profits during the last 3 years. He now works for Claritas as a partner responsible for the equity fund management in 2001. |
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