Name: BPI Iberia - 2018 in review
Start: 2019-01-22T15:00:00Z
End: 2019-01-22T15:00:17.000Z
Location: BrightTALK

Distinctive presentations on global investment opportunities and niche asset management strategies in Iberia and Europe

BPI Opportunities invests in global stocks, focused on large capitalization companies in developed markets, characterized by high and consistent return on capital and low leverage.

If you wish to view a detailed description of the investment philosophy, approach and process of BPI Opportunities, you can watch, on demand, the general video presentation of the Fund by clicking on the link below or copying and pasting it to your browser.
https://www.brighttalk.com/webcast/14027/633779?utm_source=BPIGestodeActivos&utm_medium=brighttalk&utm_campaign=633779

BPI Opportunities - 3Q 2025

BPI European Financial Equities Long/Short Fund invests in listed European companies within the financial sector or equity related assets.

BPI European Financial Equities Long/Short Fund's ultimate goal is to provide its investors with strong absolute returns with low volatility levels. Such objective can be achieved by ensuring a reduced factor exposure, with a focus on idiosyncratic differences, holding a mid-long term investment horizon - during which the financial industry's main trends, such as digitalization, consolidation (vertical/horizontal), and sustainability, are thoroughly analyzed.

If you wish to view a detailed description of the investment philosophy, approach and process of BPI European Financial Equities, you can watch, on demand, the general video presentation of the Fund by clicking on the link below or copying and pasting it to your browser.
https://www.brighttalk.com/webcast/14027/633774?utm_source=BPIGestodeActivos&utm_medium=brighttalk&utm_campaign=633774

BPI European Financial Equities - 3Q 2025

BPI Iberia invests in listed Portuguese and Spanish shares or equity linked instruments.

The fund aims to beat the Iberian Market over a reasonable time frame through an active management approach.

If you wish to view a detailed description of the investment philosophy, approach and process of BPI Iberia, you can watch, on demand, the general video presentation of the Fund by clicking on the link below or copying and pasting it to your browser.
https://www.brighttalk.com/webcast/14027/633756?utm_source=BPIGestodeActivos&utm_medium=brighttalk&utm_campaign=633756

BPI Iberia - 3Q 2025

BPI Alternative Fund is a long/short equity fund that invests in listed Portuguese and Spanish shares or equity linked instruments.

BPI Alternative Iberian Equities Long/Short Fund is built with the objective of minimizing factor exposure: the team builds a long portfolio that has upside relative to the short portfolio. The purpose is to benefit from a pure stock picking strategy, guaranteeing beta neutrality and isolating the stock specific risks. The portfolio has the same risk characteristics in the long and short books, which is why it is not correlated with any other asset classes.

If you wish to view a detailed description of the investment philosophy, approach and process of BPI Alternative, you can watch, on demand, the general video presentation of the Fund by clicking on the link below or copying and pasting it to your browser.
https://www.brighttalk.com/webcast/14027/634793?utm_source=BPIGestodeActivos&utm_medium=brighttalk&utm_campaign=634793

BPI Alternative Iberian Equities Long/Short Fund - 3Q 2025

BPI Opportunities - 2Q 2025

BPI European Financial Equities - 2Q 2025

BPI Alternative Iberian Equities Long/Short Fund - 2Q 2025

BPI Iberia - 2Q 2025

The main objective of BPI Portugal Fund is to provide its participants with long-term real capital appreciation through the management of a portfolio, aimed at acquiring shares issued by Portuguese companies. BPI Portugal is a mutual fund eligible for the Golden Visa.

BPI Portugal Fund - Mutual Fund eligible for the Golden Visa

BPI Opportunities - 1Q 2025

BPI European Financial Equities - 1Q 2025

BPI Alternative Iberian Equities Long/Short Fund - 1Q 2025

BPI Iberia - 1Q 2025

BPI Opportunities invests in global stocks, focused on large capitalization companies in developed markets, characterized by high and consistent return on capital and low leverage.

If you wish to follow more closely the performance metrics displayed by the fund, you can access the quarterly webinar series of the fund by clicking on the link below or copying and pasting it to your browser.
https://www.brighttalk.com/webcast/14027/633778?utm_source=BPIGestodeActivos&utm_medium=brighttalk&utm_campaign=633778

BPI Opportunities

BPI Opportunities - 4Q 2024

BPI Alternative Fund is a long/short equity fund that invests in listed Portuguese and Spanish shares or equity linked instruments.

BPI Alternative Iberian Equities Long/Short Fund is built with the objective of minimizing factor exposure: the team builds a long portfolio that has upside relative to the short portfolio. The purpose is to benefit from a pure stock picking strategy, guaranteeing beta neutrality and isolating the stock specific risks. The portfolio has the same risk characteristics in the long and short books, which is why it is not correlated with any other asset classes.

BPI Alternative

BPI Iberia invests in listed Portuguese and Spanish shares or equity linked instruments.

The fund aims to beat the Iberian Market over a reasonable time frame through an active management approach.

If you wish to follow more closely the performance metrics displayed by the fund, you can access the quarterly webinar series of BPI Iberia by clicking on the link below or copying and pasting it to your browser.
https://www.brighttalk.com/webcast/14027/633754

BPI Iberia

BPI European Financial Equities Long/Short Fund invests in listed European companies within the financial sector or equity related assets.

BPI European Financial Equities Long/Short Fund's ultimate goal is to provide its investors with strong absolute returns with low volatility levels. Such objective can be achieved by ensuring a reduced factor exposure, with a focus on idiosyncratic differences, holding a mid-long term investment horizon - during which the financial industry's main trends, such as digitalization, consolidation (vertical/horizontal), and sustainability, are thoroughly analyzed.

If you wish to follow more closely the performance metrics displayed by the fund, you can access the quarterly webinar series of the fund by clicking on the link below or copying and pasting it to your browser.
https://www.brighttalk.com/webcast/14027/633771?utm_source=BPIGestodeActivos&utm_medium=brighttalk&utm_campaign=633771

BPI European Financial Equities

BPI Africa is an Equity UCIT III fund that invests in companies with significant operations located in Africa, without any country or sector restrictions.

The fund aims to provide the investor with direct access to markets with high growth potential and that are not directly reachable to most of them, in the African continent.

BPI Africa Fund - 2018 Overview

BPI Brasil is a long only Fund investing in listed Brazilian equities and fixed income. 

The Fund aims to provide the investor with direct access to a market with high growth potential and to offer a sustainable return over a reasonable time frame through an active management approach.

BPI Brasil - Fund Overview

BPI Alternative is a long short equity fund investing in listed Portuguese and Spanish equities, or equity related assets. 
The main goals are to keep volatility low, a reduced drawdown and low correlations with the markets

BPI Alternative Fund - 2018 in review

4Q 2018

BPI Iberia invests in listed Portuguese and Spanish equities or equity related assets which offer upside potential.

The fund aims to beat the benchmark* over a reasonable time frame through an active management approach.

BPI Iberia - 2018 in review

Iberia

Equities

Alpha

Beta

Fund Manager

Portfolio Management

Returns

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful finance insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

Finance

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

BPI Iberia - 2018 in review

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BPI Asset Management Channel