https://www.infomoney.com.br/tudo-sobre/blackrock/
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O fundo Opportunity Global Equity nasceu em 2022 e, desde então, já entregou um retorno 40% acima do S&P 500 — com uma carteira concentrada entre 15 e 25 ações globais de altíssima qualidade. A filosofia? Rigor técnico, análise fundamentalista profunda e foco absoluto no longo prazo.
Neste episódio, os gestores revelam como constroem uma carteira global de forma diferente dos pares, por que evitam modismos de curto prazo e como a estrutura única da casa — com passivo estável e time longevo — permite decisões independentes com visão de décadas.
Falamos sobre:
• As principais teses atuais da carteira
• Como avaliar empresas com crescimento secular
• A importância de evitar alavancagem e proteger capital
• As armadilhas de benchmarks e comparações apressadas
• O cenário macro internacional e seus impactos na alocação
• A diferença entre estar certo… e ganhar dinheiro.
Uma aula de gestão global — com uma das casas mais respeitadas do mercado brasileiro.
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