Ibiuna Ações Gestão de Recursos

Private Investment Firm São Paulo, Brazil ·Founded 2010

Overview

Ibiuna Ações Gestão de Recursos is a Brazilian investment management firm specializing in equity investments. The firm focuses on identifying opportunities in Brazilian stocks through a fundamental approach with a pragmatic bias, seeking discrepancies between market prices and the intrinsic value of companies. The team is led by André Lion and manages approximately BRL 2.1 billion in assets, supported by 11 portfolio managers and analysts. The firm's investment strategy emphasizes a disciplined and objective posture in fundamental analysis, with each position having its own investment thesis and target price. Positions are closed out whenever these parameters are reached or invalidated. The team operates with a focus on generating sustainable long-term results and capital preservation, integrating environmental, social, and governance (ESG) factors into their investment processes. In July 2024, Moody's Local assigned the highest quality rating, MQ1.br, to Ibiuna Ações Gestão de Recursos, reflecting excellent management characteristics. This rating underscores the firm's commitment to rigorous investment processes and its dedication to delivering value to investors.

Portfolio Companies

PetrobrasAmbevBTG PactualXP Inc.SuzanoMagazine LuizaXP InvestimentosBanco do BrasilItaú UnibancoEmbraerGerdauEletrobrasValeJBSBradescoXP EducaçãoXP Asset ManagementItaúsaB3Itaú BBA

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Frequently asked questions about Ibiuna Ações Gestão de Recursos

What sectors does Ibiuna Ações Gestão de Recursos invest in?

Ibiuna Ações Gestão de Recursos invests in Financial Services, and is based in São Paulo, Brazil. Ibiuna Ações Gestão de Recursos is listed as a private investment firm in the ConnectSafely investor database.

What stage does Ibiuna Ações Gestão de Recursos invest at?

Ibiuna Ações Gestão de Recursos backs companies at Growth and Late Stage, writing cheques of 1M - 50M.

Which regions does Ibiuna Ações Gestão de Recursos invest in?

Ibiuna Ações Gestão de Recursos invests across Brazil.

What companies has Ibiuna Ações Gestão de Recursos invested in?

Ibiuna Ações Gestão de Recursos's portfolio includes Petrobras, Ambev, BTG Pactual, XP Inc., Suzano, Magazine Luiza, XP Investimentos and Banco do Brasil.

Last updated · Source: ConnectSafely investor database