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.
Team
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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.
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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.
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Perfin Foresight 100 XP Seguros Prev
Perfin Foresight 100 XP Seguros Prev invests a minimum of 95% of its net worth in Perfin Foresight FIA Prev FIFE. The master fund has an exposure of at least 67% and up to 100% in public equities. The Long Only strategy involves long-term investments in Brazilian public equities, with no liquidity or market value restrictions. 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 is designed to receive investments from qualified investors, in accordance with CVM regulations, via the PGBL and VGBL pension plans from insurer XP.
Governance
