Overview
We facilitate pragmatic investment, driven by our deep experience in financial markets. Our investment team, based in Lisbon, brings a novel approach to money management and they focus on bringing funds to professional investors which break the mould and are not generally available
Global Markets Fund – A globally-focused fund delivering risk-adjusted returns, based on a carefully calibrated strategy. An emphasis on protection derived by a derivative overlay, coupled with a rigid selection process around core equity holdings, aims to deliver a consistent, low-volatility equity-type return.
Securitised Debt Fund – A Brazil-focused fund targeting superior returns available from acquiring, holding and selling debt obligations as they move from private ownership to becoming municipal or sovereign equivalent.
Global Real Estate Fund – An internationally focused fund aiming to deliver superior returns through sector and geographic selection. Principal current holding is a ground-breaking luxury hospitality resort in Portugal.