Fundos em Foco - 08/09 - A estratégia long biased na Âmag...

What this episode covers

No episódio, a analista de fundos do BTG Pactual digital, Juliana Machado, recebe Iram Siqueira, sócio e gestor da Âmago Capital, para uma conversa sobre a estratégia long biased. Nessa estratégia, o gestor fica estrategicamente comprado em ações para as quais a expectativa é positiva, mas tem a liberdade de ficar “vendido”, isto é, posicionado para ganhar com a queda de algum ativo específico ou do mercado. Essa flexibilidade é usada na Âmago para potencializar os retornos, conforme Siqueira explica e exemplifica com nomes de alta convicção que integram o portfólio da casa hoje.

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Frequently Asked Questions

How long is this episode of Radar do Investidor?

This episode is 14 minutes long.

When was this Radar do Investidor episode published?

This episode was published on September 8, 2021.

What is this episode about?

No episódio, a analista de fundos do BTG Pactual digital, Juliana Machado, recebe Iram Siqueira, sócio e gestor da Âmago Capital, para uma conversa sobre a estratégia long biased. Nessa estratégia, o gestor fica estrategicamente comprado em ações...

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