investment approach

The management concept the company has developed over the years rests partly on different portfolio models, where currency parameters are defined with each client according to their particular needs and expectations.

The three basic models are:

The conservative portfolio, focused on capital preservation and on achieving better than money-market yields;

The balanced portfolio, which favours hedged-equity funds and alternative-investment techniques;

The dynamic portfolio, which emphasizes more direct exposure to the equity markets.

Aurelia's way of management also depends on creating and implementing the investment strategies enabled by multi-manager funds, where each compartment of the fund is managed by the most talented investment experts in their respective fields. The multi-manager concept gives Aurelia's clients access to complex asset-protection techniques, which are largely beyond the reach of non-professionals.

Among the many advantages of these multi-manager funds are low volatility, low cost and the optimal spread of risk.

Strategies developed by these funds include:

Arbitrage multi-managers, where market correlation, and thus volatility, are virtually zero;

Hedged equities, which offer low-volatility exposure to the stock-markets;

New-Economy equity multi-managers, investing in the key assets of the 21st century

Single-manager equity funds, where high liquidity allows greater scope in portfolio management;

Funds based in Brazilian USD-denominated bonds.