Casa de Investimentos – Gestão de Patrimónios, S.A. is registered with CMVM for investment management and investment consultancy under number 342. We are also registered under number 1009 at Banco de Portugal and under number 137 with Sistema de Indemnização aos Investidores.
These are our core values:
Respect for our clients’ capital. We know their savings are the result of years of hard work and sacrifice.
Risk Aversion. We limit the risk of permanent loss of capital by buying assets that trade at a considerable discount to their intrinsic value.
Independency. We invest our clients’ capital according to our own analysis, ideas and convictions. We are not restrained by any relation with business partners.
Transparency. We communicate in a clear and simple way our investment method, our criteria for the analysis and selection of equities in which to invest and all the process of wealth creation for our Clients.
Casa de Investimentos is the only asset manager in Portugal that follows a Value Investing strategy, which has yielded the best results in protecting and compounding investors assets. The fact that we are a small company allows us to give full attention to every client and explore more investment opportunities around the world. The management team members are also shareholders of Casa de Investimentos, assuring that the company's and clients' interests are aligned. This highlights our commitment to protecting and compounding our clients capital, hoping to create a relationship that will last for many years.
