Polo Norte I Long Short

Criado em 2004, o Fundo segue a estratégia Event-Driven com foco geográfico é Brasil e América Latina.

Por meio de pares Long & Short de risco específico, o fundo no geral compra e vende ações, majoritariamente, do mesmo setor em busca de discrepâncias de valor entre as companhias. Mitiga-se, assim, os riscos setoriais e de mercado, e resulta em descorrelação histórica com outros fundos da indústria e com o Ibovespa. Portfólio com aproximadamente 45 ideias; Exposição líquida típica: entre -10% e +10% do PL; Exposição bruta típica: entre 160% do PL; Exposição bruta máxima: 200%

Detalhes:

Gestora: Polo Capital

CNPJ do fundo: 07.013.315/0001-12

Posição no ranking da categoria: 4º colocado

Gráfico de Retorno

Indicadores Quantitativos

Levando em conta o último mês "fechado".

Retorno Anualizado
12 meses: 10.9%24 meses: 19%36 meses: 15.7%48 meses: 13.6%
Volatilidade
12 meses: 9.8%24 meses: 12.4%36 meses: 13.9%
Retorno ajustado a risco
Sharpe 12 meses: -0.314Sortino 12 meses: -0.519Calmar 12 meses: -2.7Sharpe 36 meses: 0.206

Retornos Mensais

    JAN FEV MAR ABR MAI JUN JUL AGO SET OUT NOV DEZ ANUAL
Ano Nome                          
2026 Fundo 1.55% 1.00% 0.90% -0.78% 0.83% 1.94% 0.18% 1.43% 1.73% 0.00% 0.00% 0.00% 9.11%
IMA-B 1.26% 1.83% 0.06% 1.55% 0.50% -1.10% 0.58% 1.73% 3.41% 0.00% 0.00% 0.00% 10.19%
diferença 0.29% -0.83% 0.84% -2.33% 0.33% 3.05% -0.40% -0.30% -1.68% 0.00% 0.00% 0.00% -1.08%
2025 Fundo 6.54% 0.17% 4.66% 2.53% 10.87% 0.99% 0.41% 3.93% -0.82% -0.36% 0.54% 2.13% 35.78%
IMA-B 0.60% 0.56% 1.62% 2.14% 1.63% 1.50% -1.07% 1.14% 0.34% 0.96% 2.25% 0.08% 12.34%
diferença 5.94% -0.39% 3.04% 0.39% 9.24% -0.51% 1.48% 2.79% -1.15% -1.32% -1.71% 2.05% 23.44%
2024 Fundo -5.48% 2.08% 4.24% -3.71% -0.65% -0.83% 5.25% 2.31% -5.36% 2.54% -1.26% -4.53% -6.02%
IMA-B -0.15% 0.50% 0.00% -1.47% 1.06% -0.81% 1.84% 0.68% -0.44% -0.96% 0.04% -2.25% -2.02%
diferença -5.32% 1.57% 4.24% -2.24% -1.70% -0.02% 3.41% 1.63% -4.92% 3.51% -1.30% -2.28% -4.00%
2023 Fundo -0.84% -3.08% 2.48% 1.35% 9.24% 8.92% 3.59% -1.01% -2.26% -0.28% 8.11% 4.69% 34.34%
IMA-B 0.49% 1.03% 2.92% 2.03% 2.52% 2.18% 0.89% -0.20% -1.20% -0.57% 2.44% 2.62% 16.13%
diferença -1.34% -4.11% -0.44% -0.68% 6.72% 6.74% 2.70% -0.81% -1.06% 0.28% 5.67% 2.07% 18.21%
2022 Fundo 0.12% -3.18% -1.15% 0.64% -0.05% -3.15% 0.90% 7.59% 3.21% -1.25% -8.20% -0.20% -5.39%
IMA-B -0.69% 0.54% 3.07% 0.83% 0.96% 0.75% -1.26% 1.26% 1.47% 1.39% -0.93% -0.49% 7.06%
diferença 0.81% -3.73% -4.22% -0.19% -1.02% -3.90% 2.16% 6.32% 1.74% -2.65% -7.27% 0.29% -12.45%
2021 Fundo 1.17% 1.12% 2.60% 0.98% 3.08% 0.21% -2.71% -0.30% -2.43% -4.32% 2.80% 1.43% 3.37%
IMA-B -0.85% -1.52% -0.46% 0.65% 1.06% 0.42% -0.37% -1.09% -0.13% -2.54% 3.47% 0.18% -1.31%
diferença 2.02% 2.64% 3.07% 0.33% 2.02% -0.21% -2.34% 0.79% -2.30% -1.78% -0.66% 1.25% 4.68%
2020 Fundo 2.37% -1.52% -8.94% 6.53% 1.26% 5.08% 1.28% -0.43% -3.02% -2.94% 3.90% -0.15% 2.46%
IMA-B 0.26% 0.45% -6.97% 1.31% 1.52% 2.05% 4.39% -1.80% -1.51% 0.21% 2.00% 4.85% 6.41%
diferença 2.10% -1.97% -1.97% 5.21% -0.26% 3.03% -3.10% 1.37% -1.51% -3.16% 1.90% -5.01% -3.94%
2019 Fundo 4.20% -0.90% -1.29% -0.75% -0.28% 0.95% -3.00% -0.79% 0.92% 1.91% 2.88% 5.06% 8.94%
IMA-B 4.37% 0.55% 0.58% 1.51% 3.66% 3.73% 1.29% -0.40% 2.86% 3.36% -2.45% 2.01% 22.95%
diferença -0.16% -1.45% -1.87% -2.26% -3.94% -2.79% -4.29% -0.39% -1.94% -1.46% 5.34% 3.05% -14.01%
2018 Fundo 1.08% 4.32% 5.15% 4.99% -0.31% 1.17% 1.47% -0.71% 0.33% 1.82% 0.43% 0.31% 21.75%
IMA-B 3.40% 0.55% 0.94% -0.14% -3.16% -0.32% 2.32% -0.45% -0.15% 7.14% 0.90% 1.65% 13.06%
diferença -2.32% 3.77% 4.22% 5.14% 2.85% 1.49% -0.84% -0.27% 0.48% -5.32% -0.47% -1.34% 8.69%
2017 Fundo 4.22% 0.54% 0.86% 1.69% 3.90% 2.27% -0.24% 0.43% 1.54% 1.66% -2.33% 2.31% 18.02%
IMA-B 1.87% 3.85% 1.04% -0.32% -1.19% 0.16% 4.00% 1.34% 1.81% -0.38% -0.76% 0.83% 12.79%
diferença 2.35% -3.31% -0.18% 2.01% 5.09% 2.11% -4.24% -0.91% -0.27% 2.04% -1.57% 1.48% 5.23%
2016 Fundo -2.00% 3.04% -1.16% -2.02% 2.38% -0.42% 3.37% 4.96% 0.86% 1.89% 3.22% 1.00% 15.88%
IMA-B 1.91% 2.26% 5.31% 3.93% -0.10% 1.93% 2.51% 0.89% 1.57% 0.64% -1.22% 2.91% 24.81%
diferença -3.91% 0.78% -6.47% -5.95% 2.47% -2.35% 0.86% 4.08% -0.71% 1.25% 4.44% -1.90% -8.93%
2015 Fundo -0.62% -2.29% 2.30% 4.64% 1.89% 1.08% 4.73% -2.77% 0.41% 1.91% -1.10% 1.78% 12.28%
IMA-B 3.12% 0.54% -0.28% 2.44% 2.57% -0.27% -0.73% -3.11% -0.68% 2.58% 1.03% 1.52% 8.88%
diferença -3.74% -2.83% 2.59% 2.20% -0.68% 1.34% 5.46% 0.34% 1.09% -0.67% -2.13% 0.26% 3.40%
2014 Fundo 7.13% -0.79% 1.62% -1.95% 4.78% 0.00% 4.23% 0.01% 2.88% -5.32% -5.14% -1.48% 5.30%
IMA-B -2.55% 4.44% 0.71% 2.42% 4.27% 0.06% 1.13% 4.82% -3.53% 2.08% 2.14% -1.91% 14.54%
diferença 9.68% -5.23% 0.91% -4.37% 0.52% -0.05% 3.10% -4.81% 6.41% -7.40% -7.29% 0.42% -9.24%
2013 Fundo 3.16% -2.11% 4.94% -2.02% -1.23% -7.09% 4.77% 1.98% 1.53% 0.54% 2.14% 4.47% 10.89%
IMA-B 0.54% -0.88% -1.88% 1.58% -4.52% -2.79% 1.29% -2.61% 0.39% 0.91% -3.59% 1.31% -10.02%
diferença 2.62% -1.24% 6.82% -3.60% 3.29% -4.30% 3.48% 4.59% 1.14% -0.37% 5.73% 3.17% 20.90%
2012 Fundo 2.04% -0.18% 1.37% 0.52% -5.81% -2.35% 1.36% 4.66% 6.02% -3.40% 0.33% 5.36% 9.63%
IMA-B 1.34% 2.17% 1.91% 4.42% 1.97% -0.50% 2.88% 1.81% 1.43% 3.80% 0.53% 1.92% 26.31%
diferença 0.70% -2.35% -0.54% -3.90% -7.78% -1.85% -1.52% 2.85% 4.58% -7.20% -0.21% 3.44% -16.68%

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Nomes Alternativos / Espelhos ou fundos com altíssima correlação:

  • POLO NORTE I LONG SHORT FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO MULTIMERCADO
  • POLO NORTE II FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO MULTIMERCADO

Polo Norte I Long Short vale a pena?

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