2023-08-01 13:24:57
In the midst of the market turbulence last year, between elections, Copom minutes and discussions on the Tax Reform, the structured operations have gained popularity as ideal instruments for investors who want to invest in stocks and at the same time hedge once morest market risk.
These are investment strategies that combine stocks with financial derivatives, such as call and put options.
This combination allows investors to obtain stock market exposureseeking potential profits with the appreciation of assets, while limiting potential losses.
With that in mind, we created the Warren Shield Managed Portfoliowhich includes structured operations contemplating high capitalization and liquidity assets (the famous blue chips), enabling investment in stocks with limited losses and lower volatility.
A portfolio dynamics takes place as follows:
- if the actions fall ontheir respective put options will increase in value, partially offsetting the losses;
- if the actions valuethe investor will enjoy the gains with the shares up to a certain upside limit.
Everything is done following the recommendations of the Equity Analysis teamwhich makes the investment even more safe and directed towards better earning opportunities.
Besides the professional managementthe strategy offers several advantages, such as ability to buy and sell assets for the life of the product, direct custody of actions by the customer, automated IR calculation e greater tax efficiency.
Want to learn more regarding Warren Shield and benefit from the stock market’s growth potential while reducing exposure to its risks?
Sign up for one of our specialists to contact you.
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