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.
The Fixed Income, Corporate Credit and Real Estate team have a strict investment process, based on its own credit analysis methodology, internal ratings issuance, unanimity credit comitee approval and active portfolio management. The team has a long and proven experience in the market, having worked together for 10 years.
Another noteworthy point is our partnership with Occam, recognized for its quality and high performance. As a strategic partner of Occam, Plural can offer a choice of differentiated managed products, focused on multi-market funds, equities and pension funds, in an independent manner and aligned with the interests of our clients.
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:
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EXCELLENCE
Excellence is Plural'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.
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RISK MANAGEMENT
Recognizing that long-term returns correlate significantly with the ability to limit short-term losses, Plural'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.
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ALIGNMENT OF INTERESTS
Proximity to investors is Plural'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.
