Mensalmente atualizado com as cartas dos principais gestores de fundos de investimentos do Brasil.
Cartas dos Fundos de Investimentos
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540 episodes
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Podcast Overview
Mensalmente atualizado com as cartas dos principais gestores de fundos de investimentos do Brasil.
Language
🇵🇹
Publishing Since
1/1/2019
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Recent Episodes
September 30, 2022
Versa - Carta Mensal - Agosto de 2022
<p>Versa Fundos de Investimento - www.fundoversa.com.br</p> <p>Carta Mensal - Agosto de 2022</p> <p>"É raro, mas no mundo atual de aperto monetário nos EUA/Europa, guerra e crise energética na Europa, desaceleração forte no principal motor econômico da China (setor imobiliário), o Brasil está “bem” em termos relativos, e sua bolsa continua barata. Por esses motivos, mantemos a carteira comprada em ativos domésticos, protegidos por uma posição vendida a descoberto em contratos futuros de S&P 500."</p> <p>Link da carta: https://www.fundoversa.com.br/resultado-mensal-agosto-22/</p> <p>----------------------------------------------------------------------------------------</p> <p>Siga nosso Instagram: https://www.instagram.com/cartasdosfundos</p> <p>Canal no Telegram: <a href="https://t.me/cartasdosfundos" rel="ugc noopener noreferrer" target="_blank">https://t.me/cartasdosfundos</a></p>
September 29, 2022
Kapitalo - Carta Trimestral - Jun-Jul-Ago 2022
<p>Kapitalo Investimentos - www.kapitalo.com.br</p> <p>Carta Trimestral - Jun-Jul-Ago 2022</p> <p>"Na corrida entre sorte e habilidade, habilidade sempre ganha."</p> <p>Link da carta: https://www.kapitalo.com.br/wp-content/uploads/2022/09/Kapitalo_CartadoGestor_junjulago22_.pdf</p> <p>-------------------------------------------------------------------------------------------</p> <p>Siga nosso Instagram: https://www.instagram.com/cartasdosfundos</p> <p>Canal no Telegram: <a href="https://t.me/cartasdosfundos" rel="ugc noopener noreferrer" target="_blank">https://t.me/cartasdosfundos</a></p>
September 27, 2022
NCH Capital - Carta Mensal - Agosto de 2022
<p>NCH Capital - www.nchcapital.com.br</p> <p>Carta Mensal - Agosto de 2022</p> <p>"Ao longo do mês, gradualmente saímos da posição que tínhamos em SMAL11 em favor de outras posições no nosso portfólio. Ainda assim, SMAL11 foi uma das posições que mais contribuiu positivamente para a performance no mês. MILS3 foi um outro destaque. Em um mês forte na renda variável poucas posições tiveram resultados negativos, sendo COGN3 a com o maior impacto negativo."</p> <p>Link da carta: https://nchbrasil.com.br/wp-content/uploads/Carta-Agosto-2022-NCH-Brasil.pdf</p> <p>------------------------------------------------</p> <p>Siga nosso Instagram: https://www.instagram.com/cartasdosfundos</p> <p>Canal no Telegram: <a href="https://t.me/cartasdosfundos" rel="ugc noopener noreferrer" target="_blank">https://t.me/cartasdosfundos</a></p>
540 total episodes available
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- What is Cartas dos Fundos de Investimentos?
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This podcast updates daily.
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No, this podcast does not typically feature guests.
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