BPI Africa Fund - 1Q2020

BPI Africa is an Equity 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, in the African continent.

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.

BPI Africa is an Equity 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, in the African continent.

Analysis of the top 3 best long short iberian ideas by the BPI Iberia Team, as of July 2020

BPI Iberia is a long only Fund that invests in Portuguese and Spanish stocks. The team is composed of 4 very experienced members. Pedro Fontes, Senior Analyst, will provide all the details in the most relevant companies.

João Caro Sousa, Portfolio Manager of the BPI Brasil Fund, will provide all the details about Brazil in the last quarter: the impact of the coronavirus outbreak, updated politics, economic situation, outlook for the 2Q 2020.

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

BPI Africa is an Equity 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, in the African continent.

BPI Brasil is a long only Fund that invests 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 offer a sustainable return over a reasonable time frame through an active management approach.

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

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

* Benchmark: 20%PSI20 TR + 80% IBEX35 TR

Paulo Oliveira will explain the impact of the COVID-19 on the BPI Alternative Fund and ellaborate on the Fund's performance and positioning during this challenging period.

João Caro Sousa will explain the impact of both oil prices and the COVID-19 on the Brazilian assets.

Take this chance to learn from a specialist in Brazil, and ask any questions you may have.

Paulo Oliveira will explain the impact of the COVID-19 on the BPI Alternative Fund and ellaborate on the Fund's performance and positioning during this challenging period.

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

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

* Benchmark: 20%PSI20 TR + 80% IBEX35 TR

BPI Brasil is a long only Fund that invests 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 offer a sustainable return over a reasonable time frame through an active management approach.

BPI Africa is an Equity 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, in the African continent.

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

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

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