ESG Equities Fund – 1st Quarter 2024 Management Report

In the 1st Quarter 2024 Management Report, we detail the fund’s performance, reinforcing the importance of an investment strategy that prioritizes companies with a robust governance culture and a long-term vision, elements that are crucial for consistent value creation.

In this context, we highlight our alignment, developed over more than 30 years of operation, with investments in family-owned companies. This type of company has unique characteristics in the management of its governance, demonstrating a solid culture and balanced, fair decision-making. Thus, we believe that collaborative engagement and a focus on value creation for all stakeholders are essential.

We are committed to this prudent and thoughtful investment approach. We believe that through our active and constructive engagement, in addition to achieving excellent results, we also promote a positive influence on the business practices of our investee companies.