Are you happy with your investments? Maybe they aren’t performing as they should.
Thankfully we can change that.
transfer
Simple. Easy. Profitable.
It only takes three steps
1.
Start the transfer process. Request transfer.
Start transfer.
Start transfer.
2.
Let us know which PPR fund you wish to transfer.
3.
We deal with everything.
We look for value, and guarantee security
100% equities
The fund is fully invested in equities, the asset class which has best rewarded investors capital over the past 120 years.
Value Investing
The fund invests in high quality businesses with a solid track record of value creation.
Sensible prices
We only invest when companies are trading at a fair price, limiting the risk of permanent loss of capital.
A solid track record
Experience
... years
managing Client assets
Assets under management
...M+
Annualized return
...%
since 15 November 2010
“When I saw Emília Vieira’s videos I became excited to become a client, but as I still didn’t have the necessary amount to have an individual account, transferring my PPR was the easiest way to diversify my portfolio”.
Nuno Costa
“In my opinion there is no better place to invest my savings. It’s the best way to grow them with a margin of safety by investing in equities. I am very happy with the fund’s performance and the professionalism of everyone at Casa de Investimentos”.
Maria João Oliveira
“Thanks to a friends recommendation I set up a meeting with Dra. Emília to get to know the business better. She convinced me within minutes. The passion with which she described CASA and her team, her experience and investment philosophy. I am very satisfied with the results and as such I also opened an account for my daughters”.
Bruno Rodrigues