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Perfin Investimentos

PRI reporting framework 2020

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Perfin Asset Management is an independent Equity Specialist Asset Management passionate about business culture, management and financials founded in 2007. Throughout our history we have helped shape many companies and the Brazilian capital market. By investing through in-depth partnerships, we have consolidated exceptional returns for our clients. We are keen believers of robust processes based on a thorough fundamental analysis, strict risk controls, high levels of transparency and solid ethical standards. We, at Perfin, adopt rigorous processes in management, analysis, risk control, compliance, investor relations and operational practices aiming at ensuring excellence to our stakeholders.

What drives us is the understanding of companies’ and businesses’ strategies. Through in-depth research and our experienced team we seek to invest in companies that we trust and that share same values, supporting their achievements. We go beyond numbers, seeking to be part of the companies’ legacy and becoming reference investors.

We have 2 differente strategies for asset management. Our total AUM is 3.8 bn (BRL)

- Equity Funds (Long Only and Equity Hedge)

- Co investment funds (Infrastructure. 

Our investment process for Equity Funds is one of an intense and continuous research, which allow us to ponder all the scenarios and their likelihoods for each company we cover. The goal of the investment process is to make us capable of continuously identifying what are the stocks with the best combination of “risk vs return” within a long-term timeframe of investment

For co investment funds, we seek to add value to our partnerships with an entrepreneurship purpose and financial dynamism. We invest with our strategic partners with aligned principles, providing support and being part of our investments’ decision making process


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Brazil

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

17 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

04.5. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 21 0 0
Fixed income 0 0 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure >50% 79 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

0 Developed Markets
100 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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