The wide experience in the convergence of the financial market with the real economy is TRIUS CAPITAL differential.

ABOUT

Trius Capital emerged from the union of FinPlan – a brand that brings with it a decade of experience in asset management and consultancy/advisory – with a solid business group.

With the acquisition of FinPlan, Trius arose with enough strength to successfully transition between two worlds: the real economy one and the financial market one.

What is the extent of it?

The size of the business that was formed with this acquisition is seen by the numbers: more than 50 years of consolidated experience in asset management and consultancy, and a track record of more than US$ 10 billion in financial operations, advisory and structuring with the participation of our executives. Trius unites the core strengths of its corporate body, which adopted the partnership model to generate investment opportunities connected with the future and, thus, ensure efficient portfolio management and a long-term relationship with investors.

Click here and get to know our trajectory!

  • Participation in the sale of Supergasbras to the Dutch group SHV Energy. SHV Energy bought, in 1995, 49% of Supergasbras and, in 2004, the remaining 51%.

    Advisory on the sale of 95% of Fininvest bank to the Icatu group.

  • Process management and acting as a market maker in market trading on the stock exchange.

  • Participation in the acquisition and integration process of Banco Real S.A. in Brazil, with an operation of approximately R$ 2,3 billion.

    Financial modeling of Petrobras Project Finance, whose adopted solution included a US$ 1,5 billion project and the creation of an SPC, Companhia Petrolífera Marlim - CPM, with capital (equity) equivalent to US$ 200 million (from national shareholders).

  • Participation in the sale of Jari Project. In 2000, Jari Celulose, in Monte Dourado, came to be controlled by Grupo Orsa and obtained the advantages of the sale of the factory, since it not only became economically viable, but also proved to be sustainable, receiving, in 2004, a certification by the Forest Stewardship Council.

    Awarded by Exame magazine (Guide to the Best Investment Funds) as an ABN Amro Real Manager for Best Leveraged Funds, with assets of more than R$ 350 million.

  • Awarded by Meu Dinheiro magazine as an ABN Amro Manager, becoming the great champion of the 2002 edition, with seven five-star funds, according to the classification of Standard & Poor's (S&P), totaling more than R$ 15 billion in equity.

  • Participation in structuring and modeling at PPP Brasil PCH.

    Recognition, as an ABN manager, as a five-star fund by Standard & Poor’s (S&P), a distinction granted to the best multimarkets by Valor Investe magazine.

  • Structuring and coordination of private equity funds – fundraising of R$ 50 million.

    Top 5 Diamond Award granted by Brasil Investe: Investment Funds yearbook from Brasil Econômico newspaper for the FinPlan Fund FIC Preservation Portfolio of Multimarket Private Investment Funds, in the Multigestor Multimarket Funds category.

  • Participation in the sell side (Rapidão Cometa) in the private equity process with a Governance and Management fund and development of growth strategies.

    Participation in the sale negotiations of ABN Amro Private Banking Miami to Banco Itaú S.A.

  • Acting as a CIO in setting up the structure, creating and approving UBS Brasil WM along with CVM and the Central Bank of Asset Management. Participation, already as UBS, in the process of acquisition and integration of Link Corretora (BM&FBovespa/B3).

  • Leadership in integration projects and development of synergies through contracts with suppliers.

    Participation in the turnaround process for profitable growth recovery.

    Recognition of a multimarket fund managed by FinPlan as one of the most profitable in the country by Brasil Econômico: The Best Funds magazine, with five-stars and equity of R$ 59 million.

  • Participation in the evaluation and subsequent acquisition of Consub - Sistemas de Defesa, a national reference in naval defense systems.

TEAM

Trius has a specialized technical team to guarantee the best investment decision for our clients, without renouncing the use of the customized cell-flex approach when taking care of net investment portfolios.

Experience

Consultancy | Advisory.
Each strategy demands an action, so we offer different business consulting solutions according to the target, the scenarios and the business objectives.
The experience of our team makes a customized plan for each of our clients possible, seeking better results with risk control. Our global understanding, within different enterprises and products, offers results with a great performance.

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Aloma Fassarella
Albertino Iwao Shimokawa
FinPlan Gestão de Patrimônio
Trius Capital
Felipe Nóbrega
Banco do Brasil
Capilax Cosmeticos
Trius Capital
Mailson Hykavei
Banco Sul América S.A
ABN AMRO Asset Management
FinPlan Gestão de Patrimônio
UBS Brasil Administradora
FinPlan Gestão de Patrimônio
Trius Capital
Paulo Siqueira
Bompreço
Beraca Sabara
Rede Matriz de Serviços e Franquias
Propav Engenharia e Pavimentação
Sparta Soluções Empresariais
Trius Capital
Ricardo Collier
Rapidão Cometa
FedEx
Trius Capital
Tiago Gondim
FinPlan Gestão de Patrimônio
Triar Gestão de Patrimônio
Trius Capital
Victor Lemos
Ecogen Brasil
Trius Capital
Vivien Wittmaack
Pepsico do Brasil
Siemens A.G Berlin
Fram Capital S.A
Tim Brasil
Multiplus
Hypera Pharma
Trius Capital

FUNDS

Governance, professionalism, transparency, intellect, energy, integrity, alignment, and focus are characteristics that prevail in our performance, always aiming to maximize the investors’ return by the absolute knowledge of the reality of the assets and how the profit opportunities will be exploited.

FUND

TRIUS MACRO ADVANCED FIM Ξ

DATE

QUOTA

DAY

MONTH

YEAR

12M

INITIAL

EQUITY

FUND

TRIUS STAR FIA Ξ

DATE

QUOTA

DAY

MONTH

YEAR

12M

INITIAL

EQUITY

Monthly letters: 2018 2019 2020 2021

* Profitability obtained in the past does not guarantee future results.
* The profitability disclosed is not net of taxes.
* Investment fund is not guaranteed by the Credit Guarantee Fund.

Selo de Autorregulação Ambima - Gestão de Recursos

INVESTMENT PROCESS

Infrastructure, renewable energy, urban mobility, optimization, and asset recovery. We recognize and know how to identify return opportunities for investors, as well as reverse adverse conditions, optimize results and accelerate gains in activities with potential.

Portfolio Analysis
PORTFOLIO ANALYSIS

Expectations of returns and risk symmetries of all individual portfolio positions and set of strategies for general assessment of the risk-return ratio.

RISK CONTROL
RISK CONTROL

Individual positions make up the risk limits individually and with the appropriate correlations where each new position implies a reassessment and review of the portfolio.

DECISION MAKING
DECISION MAKING

Association of the level of belief with the level of risk will determine the size of the positions as well as the intensity of elaboration of the positions gradually and/or partially over time considering the Market Timing as a function of the results.

EQUITY (BOTTOM UP)
EQUITY (BOTTOM UP)

Fundamental Analysis: Own research, considering discounted cash flow assessment, external reports, and direct contact with the company.

COMPLIANCE

Our commitment is to advise investors, companies and funds with unbiased recommendations and opinions on merger and acquisition operations, on decisions on investments abroad and on advising management and structuring operations.

Reporting Channel

CONTACT US

Emails
[email protected]
[email protected]

Telephone Numbers
+55 11 3759.4800
+55 11 3759.4803

Vá para a página no LinkedIn da Trius Capital

ADDRESS

São Paulo
Av. Magalhães de Castro, no. 4,800, CJS 211/213 – Capital Building (Tower 1)
Cidade Jardim Corporate Center – São Paulo – CEP: 05676-120

© TRIUS CAPITAL – ALL RIGHTS RESERVED.