Name: BPI Alternative Iberian Long Short Equities Fund - 3Q 2021
Start: 2021-10-18T14:00:00Z
End: 2021-10-18T14:00:45.000Z
Location: BrightTALK
Rating: 5

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 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 Brasil - 3Q 2021

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 Africa - 3Q 2021

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 Opportunities - 3Q 2021

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 Iberia - 3Q 2021

3Q 2021

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

BPI Alternative Iberian Long Short Equities Fund - 3Q 2021

Fund Manager

Equities

market neutral

long short

Portfolio Manager

Investment Management

Investment Strategy

Investments

factor neutral

Factor Investing

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Finance

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BPI Alternative Iberian Long Short Equities Fund - 3Q 2021

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BPI Asset Management Channel