Name: BPI Alternative - Consistent performance, low drawdown and uncorrelated profile
Start: 2021-09-23T14:00:00Z
End: 2021-09-23T14:00:25.000Z
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 Alternative Iberian Equities Long/Short Fund - 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.

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/14027/605684

BPI Alternative Iberian Equities Long/Short Fund - 3Q 2024

BPI Alternative Iberian Equities Long/Short Fund - 2Q 2024

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

If you wish to follow more closely the performance metrics displayed by the fund, you can access the quarterly webinar series of BPI Alternative by clicking on the link below or copying and pasting it to your browser.
https://series.brighttalk.com/series/5474/?utm_source=BPIGestodeAtivos&utm_medium=BrightTALK&utm_campaign=5474

BPI Alternative Iberian Equities Long/Short Fund - 4Q 2023

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/14027/555840?utm_source=BPIGestodeActivos&utm_medium=brighttalk&utm_campaign=555840

BPI Alternative Iberian Equities Long/Short Fund - 3Q 2023

BPI Alternative Iberian Equities Long/Short Fund - 2Q 2023

BPI Alternative Iberian Equities Long/Short Fund - 1Q 2023

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/14027/555840?utm_source=BPIGestodeActivos&utm_medium=brighttalk&utm_campaign=555840

BPI Alternative Iberian Equities Long/Short Fund - 3Q 2022

BPI Alternative Iberian Equities Long/Short Fund - 2Q 2022

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 - 1Q 2022

BPI Alternative Iberian Long Short Equities Fund - 4Q 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 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 follow more closely the performance metrics displayed by the fund, you can watch, on demand, the most recent quarterly webinar on BPI Alternative by clicking on the link below or copying and pasting it to your browser.
https://www.brighttalk.com/webcast/14027/549404?utm_source=BPIGestodeActivos&utm_medium=brighttalk&utm_campaign=549404

BPI Alternative Iberian Equities Long/Short Fund

BPI Alternative Iberian Long Short Equities Fund - 3Q 2021

BPI Alternative – 2Q 2021

BPI Alternative update – 1Q 2021

BPI Alternative update – 4Q 2020

The Uncorrelated Nature of the BPI Alternative Fund - 3Q2020

BPI Alternative Fund - The Real Uncorrelation

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 Alternative Fund - 1Q2020

COVID-19 Impact on the BPI Alternative Fund

BPI Alternative Fund

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

If you would like to receive any additional information please contact our sales representative. 
Maria Flor Duarte
maria.flor.duarte@bancobpi.pt
+351213111080

BPI Alternative Fund - Iberian Equities Long-short 3rd Quarter 2019

BPI Alternative Fund - Iberian Equities Long-short 2nd Quarter 2019

BPI Alternative is a long short equity fund that invests 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 - Iberian Equities Long-short 1st Quarter 2019

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

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

BPI Alternative Iberian Equities Long-short Fund - 3Q Commentary

BPI Alternative Fund - PM Notes

BPI Alternative Fund - Iberian Equities Long-short 1st Quarter 2018

BPI Alternative Iberian Equities Long/Short Fund - 4Q 2022

As we are approaching the end of the risk cycle, BPI Alterntive is the uncorrelated, low drawdown fund that will provide you with Alpha in stressful times.

BPI Alternative - Consistent performance, low drawdown and uncorrelated profile

Fund Manager

Equities

Market Neutral

Long Short

Portfolio Manager

Investment Management

Investment Strategy

Investments

Factor Neutral

Factor Investing

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 Alternative - Consistent performance, low drawdown and uncorrelated profile

Presented by

About this talk

BPI Asset Management Channel