2023-10-30 16:44:51
Through the Valor de Fundos de Investimentos Guide, the newspaper Economic value analyzes the Brazilian fund industry, looking for the best placed in different categories.
This Monday, the fund Warren Omaha (CNPJ: 32.704.998/001-00), managed by Warren Asset Management, was listed in first place in the analysis of multimarket funds with the best risk and return ratio.
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Warren Omaha, dedicated to investors with a bold risk profile, was created to enable high degree of diversification for the investorwith practicality and low cost.
The background looks reduce the risk specific to each market through its various strategies, allowing the investor to survive in the most diverse scenarios.
In the last 12 months, considering the end of September, the fund returned 13.33%, accumulating in 2023 a result of 110.14% of the CDI and a Sharpe ratio of 0.25.
In an interview with Valor, our quantitative manager, Eduardo Grübler, highlighted the advantage of capital efficiency: “As we have complete control, we are able to make the process more efficient. We operate a lot of derivatives, so we are able to operate with a slightly larger or even more protected size, by using the same amount of capital.”
Created in April 2019, the Warren Omaha fund is part of the strategic composition of managed portfolios da Warren.
You can also invest in the fund by opening an account with Warren, creating a portfolio yourself, and including it in your allocation. Access the bottom slide here.
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This post is informative in nature and should not be understood as a recommendation of any investment or allocation suggestion by recipients. The financial assets and/or investment portfolios discussed in this material may not be suitable for all investors, given that the investment objectives, financial situation and needs of each investor may vary. To evaluate the performance of an investment fund, an analysis of at least 12 (twelve) months is recommended. Investment funds do not have a guarantee from the administrator, manager, any insurance mechanism or the Credit Guarantee Fund – FGC. Past performance is no guarantee of future profitability. The disclosed profitability is not net of taxes. Read the prospectus, supplementary information form, key information sheet and regulations before investing.
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