Genial Investimentos stands out for its expertise in managing equities funds, being able to offer different products and services which fits into a number of profiles of risk and return.
Every portfolio has a very comprehensive fundamental analysis and rigorous monitoring of risk in common, with strict adherence to each specific mandate. Asset management products are previously tested, using in-house resources and, only after demonstrating their effectiveness towards their objectives, such products are offered to our clients.
The equities team counts on professionals with large and proved experience in the industry. The analysts specialize in sectors and perform extensive and diligent analyses of stocks with focus on returns, delivery consistency, sustainable business models, balance sheet strength and corporate governance. An active and disciplined approach to portfolio management has yielded returns above the benchmark over the long run.
All funds are managed in compliance with the principles of capital preservation and maximization of returns, besides strict volatility and leverage parameters and rules. Our Asset Management division adheres to the following principles and parameters:
Excellence is Genial's Asset Management overriding objective, enhancing consistent returns, by means of a comprehensive fundamental study and an active management policy. It seeks to outperform the market by investing in a wide range of assets, themes and strategies, always respecting the policies established in funds regulations.
Recognizing that long-term returns correlate significantly with the ability to limit short-term losses, Genial's Asset Management keeps a strict risk management policy, which is actively controlled by executive committee not involved in the management, avoiding conflicts of interest.
ALIGNMENT OF INTERESTS
Proximity to investors is Genial's top priority, which combines a strong performance culture to a differentiated client service. The company's partners invest in all our funds, forming a close alignment of interests.