Momento de CAUTELA: As principais posições do Asa Hedge no Brasil e no Mundo | Skin In The Game #26

Momento de CAUTELA: As principais posições do Asa Hedge no Brasil e no Mundo | Skin In The Game #26

Author: Nord Investimentos February 6, 2023 Duration: 56:48
👉 Descubra aqui as 3 Ações mais sólidas para qualquer cenário https://hubs.la/Q01BvMLy0 Temporada 2023 do Skin in The Game começando! E para abrir este ano de entrevistas, Renato Breia e Luiz Felippo convidam Marcio Fontes, gestor do Asa Hedge, fundo multimercado que teve a melhor performance no ano passado, e Marilia Fontes, sócia-fundadora e analista de Renda Fixa da Nord Research. Marcio Fontes é engenheiro pela PUC-RJ, e possui MBA pelo Insper. Nos anos 90, foi Head de Renda Fixa no Banco Safra e tesoureiro do banco J.P Morgan. Em 2002, fundou a Fiducia AM, posteriormente foi diretor no BNP Paribas AM e sócio-sênior na Mauá Sekular. Na ASA Investiments responde pela gestão do Fundo Multimercado ASA Hedge, fundo que em 2022 teve uma rentabilidade de mais de 39%. 👉 Descubra aqui as 3 Ações mais sólidas para qualquer cenário https://hubs.la/Q01BvMLy0 📸 Siga o Marcio Fontes no Instagram: https://www.instagram.com/marciocfontes_pro/ 📸 Siga a Marilia no Instagram: https://www.instagram.com/mariliadfontes/ 📸 Siga o Renato Breia no Instagram: https://www.instagram.com/renatobreia/ 📸 Siga o Luiz Felippo no Instagram: https://www.instagram.com/luizfelippo1/

There's a lot of noise in the world of finance, but Nord Research cuts through it with a distinct and principled approach. This isn't about chasing trends or market hype. Instead, the team at Nord Investimentos focuses on what they believe is the world's most successful wealth management model, breaking it down for the individual investor. Each episode serves as an independent analysis, free from the conflicts of interest that often cloud financial advice. You'll hear clear explanations of complex economic concepts, practical strategies for building and preserving capital, and thoughtful discussions on long-term portfolio stewardship. The goal is to empower you with knowledge, transforming you from a passive saver into a confident, informed participant in your own financial future. Tune into this educational podcast for a sober, disciplined perspective that treats investing not as a game, but as a fundamental part of a well-managed life. It's a steady voice in a volatile landscape, dedicated to the idea that true independence begins with understanding.
Author: Language: English Episodes: 100

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