| Seeks consistent performance and superior returns through a disciplined process combined with deep local knowledge.
The Brazilian equity market is growing at an exceptional rate. Over the past few years, its potential to produce attractive returns has begun to draw increasing numbers of international investors seeking to add a new alpha stream to their portfolios. The Mellon Brazil Equity Fund is managed by Rio de Janeiro-based Mellon Global Investments - Brasil.
Fund Highlights
- Very experienced local team, focused exclusively on Brazilian asset management
- The new Mellon Brazil Equity Fund will replicate the investment strategy used by the award-winning Brazil-domiciled Mellon Income Fundo de Investimento de Ações, which was launched in July 1999 and has returned 1594.71% since inception compared with the local benchmark return of 319.43%1
- The philosophy of the investment manager is based on a non-benchmarked and research driven quantitative investment process, combined with a bottom-up fundamental security analysis
- The fund seeks to invest in Brazilian companies with sustainable earnings, a high dividend yield level (shareholder level) and attractive valuations
- Low correlation with the performance of equity markets in some other emerging market economies, including most other Latin American countries and China
- Strict risk controls - including maximum permisable weightings of companies and sectors in the portfolio - aim to ensure capital preservation
Fund Manager Video Interview
Senior fund manager Rogério Poppe discusses how the team applies local expertise and experience to exploit opportunities created by mispricings of stocks.
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