Breaking News
Get 50% Off 0
👀 Ones to watch: The MOST undervalued shares to buy right now
See Undervalued Shares
Close

Romariz Fundo De Investimento Multimercado (0P0000U6U8)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
3.808 -0.000    -0.00%
23/12 - Closed. Currency in BRL
  • Morningstar Rating:
  • Total Assets: 67.51M
Type:  Fund
Market:  Brazil
Issuer:  Opus Gestão de Recursos Ltda
ISIN:  BRROM2CTF009 
S/N:  09.601.263/0001-20
Asset Class:  Other
ROMARIZ FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO 3.808 -0.000 -0.00%

0P0000U6U8 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the ROMARIZ FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO (0P0000U6U8) fund. Our ROMARIZ FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 5.110 8.460 3.350
Shares 8.170 11.680 3.510
Bonds 34.730 35.250 0.520
Convertible 0.010 0.010 0.000
Other 52.020 57.690 5.670

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 9.598 10.259
Price to Book 1.262 1.401
Price to Sales 0.793 1.477
Price to Cash Flow 3.576 16.319
Dividend Yield 5.255 5.437
5 Years Earnings Growth 18.640 15.186

Sector Allocation

Name  Net % Category Average
Utilities 18.270 -1.194
Basic Materials 14.770 12.784
Financial Services 13.410 27.282
Energy 12.720 18.213
Consumer Cyclical 11.280 11.004
Industrials 10.360 14.243
Technology 7.280 0.917
Consumer Defensive 4.290 16.986
Real Estate 2.810 -2.416
Healthcare 2.650 12.069
Communication Services 2.160 3.448

Region Allocation

  • North America
  • Latin America
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 1

Name ISIN Weight % Last Change %
BTG PS FIC FIM C Priv - 37.57 - -
Opus Medical - Fundo De Investimento Em Participações Multiestratégia Inves - 20.32 - -
BTG PS Renda Variável FIA - 20.19 - -
BTG Tesouro Selic FI RF Ref DI - 8.07 - -
BTGMultigestorOffshoreMstr FIM C Priv IE - 6.98 - -
BTG PS Petbra FI RF C Priv IE - 2.40 - -
  Brazil 0 01-Mar-2029 BRSTNCLF1RL5 1.55 15,533.330 +0.00%
BTG PS Crédito Estruturado FIM C Priv - 0.00 - -

Top Other Funds by BTG Pactual WM Gestão de Recursos Ltda

  Name Rating Total Assets YTD% 3Y% 10Y%
  OPUS ALOCACAO RENDA VARIAVEL FUNDO 97.9M -2.32 4.22 8.41
  TANGUA FUNDO DE INVESTIMENTO MULTIM 33.66M 0.99 8.90 -
  PARAGON FUNDO DE INVESTIMENTO MULTI 10.46M 2.49 5.47 7.90
  OPUS VPA FUNDO DE INVESTIMENTO MULT 6.79M -86.71 -44.33 -11.73
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000U6U8 Comments

Write your thoughts about Romariz Fundo De Investimento Multimercado
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email