{"id":511711,"date":"2023-07-31T05:00:00","date_gmt":"2023-07-31T08:00:00","guid":{"rendered":"https:\/\/investnews.com.br\/?p=511711"},"modified":"2025-08-08T16:30:11","modified_gmt":"2025-08-08T19:30:11","slug":"fundo-global-da-arbor-que-superou-nasdaq-abre-para-pequeno-investidor","status":"publish","type":"post","link":"https:\/\/investnews.com.br\/financas\/fundo-global-da-arbor-que-superou-nasdaq-abre-para-pequeno-investidor\/","title":{"rendered":"Fundo global da Arbor que superou Nasdaq abre para pequeno investidor"},"content":{"rendered":"<p>O<strong> Arbor Capital<\/strong>, gestora que investe majoritariamente em empresas fora do Brasil, disponibilizou seu primeiro fundo de a\u00e7\u00f5es para o p\u00fablico geral no in\u00edcio de julho e pretende captar R$ 250 milh\u00f5es nos pr\u00f3ximos 12 meses.<\/p><p>O <strong>Arbor Global Equities<\/strong>, um fundo de a\u00e7\u00f5es que investe principalmente nas bolsas americanas, e que estava dispon\u00edvel apenas para investidores qualificados, passou a ter cotas oferecidas para pessoas f\u00edsicas. O investimento \u00e9 de, no m\u00ednimo, R$ 1.000. <\/p><figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"710\" height=\"796\" src=\"https:\/\/media.investnews.com.br\/uploads\/2023\/07\/Joao-Romulo-Lima.jpg\" alt=\"Homem jovem de camisa branca e barba, em escrit\u00f3rio, olhando para a c\u00e2mera.\" class=\"wp-image-511974\" srcset=\"https:\/\/media.investnews.com.br\/uploads\/2023\/07\/Joao-Romulo-Lima.jpg 710w, https:\/\/media.investnews.com.br\/uploads\/2023\/07\/Joao-Romulo-Lima-268x300.jpg 268w, https:\/\/media.investnews.com.br\/uploads\/2023\/07\/Joao-Romulo-Lima-153x172.jpg 153w, https:\/\/media.investnews.com.br\/uploads\/2023\/07\/Joao-Romulo-Lima-150x168.jpg 150w\" sizes=\"auto, (max-width: 710px) 100vw, 710px\" \/><figcaption class=\"wp-element-caption\">Jo\u00e3o R\u00f4mulo, s\u00f3cio Arbor Capital Cr\u00e9dito: Divulga\u00e7\u00e3o<\/figcaption><\/figure><p>Ao <em>InvestNews<\/em>, Jo\u00e3o R\u00f4mulo Lima, s\u00f3cio da Arbor Capital, defende que a abertura do fundo para novos investidores vai democratizar o acesso \u00e0s empresas com maior <a href=\"https:\/\/investnews.com.br\/guias\/rentabilidade\/\">rentabilidade<\/a> e que n\u00e3o sofrem impactos de interfer\u00eancias pol\u00edticas. <\/p><blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;Normalmente o brasileiro n\u00e3o costuma ter muita familiaridade, ele acha muito mais seguro investir em Petrobras, que tem um presidente a cada 6 meses, do que investir em uma Coca-Cola ou Visa.&#8221;<\/p>\n<cite>Jo\u00e3o R\u00f4mulo Lima, s\u00f3cio da Arbor Capital.<\/cite><\/blockquote><p><\/p><p>A gestora vai usar a mesma estrat\u00e9gia e portf\u00f3lio utilizado no fundo dispon\u00edvel para os investidores qualificados, que teve uma das maiores rentabilidades entre os fundos que investem em a\u00e7\u00f5es no exterior (<em>veja lista abaixo<\/em>).<\/p><p>No primeiro semestre de 2023, o <strong>Arbor Global Equities<\/strong> teve retorno bruto semestral de 33,5%, superior a \u00edndices de refer\u00eancia como <strong>Nasdaq<\/strong> (31,7%), <strong>S&#038;P 500<\/strong> (16,9%), <strong>MSCI World<\/strong> (13,0%) e bem superior ao <strong>Ibovespa<\/strong>, principal \u00edndice da B3, que foi de 7,6% no per\u00edodo.<\/p><figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"742\" src=\"https:\/\/media.investnews.com.br\/uploads\/2023\/07\/IMG_5878-1024x742.jpeg\" alt=\"Escrit\u00f3rio moderno com \u00e1rea de estar, poltronas, mesa, e salas de trabalho com divis\u00f3rias de vidro.\" class=\"wp-image-511944\" srcset=\"https:\/\/media.investnews.com.br\/uploads\/2023\/07\/IMG_5878-1024x742.jpeg 1024w, https:\/\/media.investnews.com.br\/uploads\/2023\/07\/IMG_5878-300x217.jpeg 300w, https:\/\/media.investnews.com.br\/uploads\/2023\/07\/IMG_5878-768x557.jpeg 768w, https:\/\/media.investnews.com.br\/uploads\/2023\/07\/IMG_5878-1536x1113.jpeg 1536w, https:\/\/media.investnews.com.br\/uploads\/2023\/07\/IMG_5878-1256x910.jpeg 1256w, https:\/\/media.investnews.com.br\/uploads\/2023\/07\/IMG_5878-172x125.jpeg 172w, https:\/\/media.investnews.com.br\/uploads\/2023\/07\/IMG_5878-150x109.jpeg 150w, https:\/\/media.investnews.com.br\/uploads\/2023\/07\/IMG_5878.jpeg 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Gestora Arbor Capital libera primeiro fundo de a\u00e7\u00f5es com investimentos em bolsas no exterior Cr\u00e9dito: Divulga\u00e7\u00e3o<\/figcaption><\/figure><p>Em junho deste ano, quase 80% do portf\u00f3lio do fundo estava exposto a empresas da Am\u00e9rica do Norte, seguido da Am\u00e9rica Latina e \u00c1sia, com exce\u00e7\u00e3o da China. Os principais investimentos eram em empresas de software e servi\u00e7os financeiros, sendo que a <strong>Microsoft<\/strong> (<a href=\"https:\/\/investnews.com.br\/cotacao\/msft34-microsoft-corporation\/\">MSFT34<\/a>) tinha a maior concentra\u00e7\u00e3o por emissor, o equivalente a 14% do fundo. Duas empresas brasileiras comp\u00f5em a carteira do fundo: <strong>Banco Inter<\/strong>\u00a0(<a href=\"https:\/\/investnews.com.br\/cotacao\/inbr32-banco-inter\/\">INBR32<\/a>) e <strong>PRIO<\/strong>\u00a0(<a href=\"https:\/\/investnews.com.br\/cotacao\/prio3-petrorio\/\">PRIO3<\/a>).<\/p><p>A boa rentabilidade do fundo \u00e9 justificada pelo portf\u00f3lio das big techs e avan\u00e7os  em a\u00e7\u00f5es ligadas ao segmento de <a href=\"https:\/\/investnews.com.br\/guias\/inteligencia-artificial\/\">intelig\u00eancia artificial<\/a> (IA), que est\u00e1 com boa performance.<\/p><blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;O fundamento das empresas segue s\u00f3lido e se fortalecendo, apesar do cen\u00e1rio macroecon\u00f4mico&#8221;.<\/p>\n<cite>Jo\u00e3o R\u00f4mulo Lima, s\u00f3cio da Arbor Capital.<\/cite><\/blockquote><p><\/p><p>Ele acredita que as expectativas para o desempenho do fundo para os pr\u00f3ximos tr\u00eas anos s\u00e3o promissoras.<\/p><ul class=\"wp-block-list\">\n<li><strong><em><strong><em>Descubra: o que \u00e9 uma <a href=\"https:\/\/investnews.com.br\/guias\/offshore\/\" target=\"_blank\" rel=\"noreferrer noopener\">empresa offshore<\/a>?<\/em><\/strong><\/em><\/strong><\/li>\n<\/ul><h2 class=\"wp-block-heading\">Fundos de a\u00e7\u00f5es do exterior<\/h2><p>Um levantamento da Economatica, a pedido do <em>InvestNews<\/em>, mostra os fundos de a\u00e7\u00f5es que investem no exterior que tiveram maior rentabilidade no primeiro semestre deste ano.<\/p><p>O Arbor Global Equities aparece na quarta posi\u00e7\u00e3o, atr\u00e1s do Organon, Alaska Black e Franklin Clearb A\u00e7\u00f5es.<\/p><p>No levantamento, foram considerados fundos de a\u00e7\u00f5es com gest\u00e3o ativa, patrim\u00f4nio m\u00e9dio de 12 meses acima de R$ 100 milh\u00f5es com mais de 99 cotistas no final de junho de 2023, exceto fundos index\u00a0(aqueles fundos\u00a0de investimento que procuram replicar um determinado \u00edndice) e\u00a0monoa\u00e7\u00e3o (com investimentos em uma \u00fanica empresa).<\/p><figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><strong>Fundo<\/strong><\/td><td><strong>Gestor da carteira<\/strong><\/td><td><strong>Patrim\u00f4nio m\u00e9dio em 12 meses<\/strong> (milhares)<\/td><td><strong>Rentabilidade 1\u00ba semestre<\/strong> %<\/td><\/tr><tr><td>Organon FIC FIA<\/td><td>Organon Capital Gest\u00e3o de Investimentos Ltda<\/td><td>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 169.418<\/td><td>35,54<\/td><\/tr><tr><td>Alaska Black FIC FIA II <a href=\"https:\/\/investnews.com.br\/guias\/bdr-o-que-e\/\">Bdr<\/a> Nivel I<\/td><td>Alaska Investimentos Ltda<\/td><td>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 264.462<\/td><td>35,18<\/td><\/tr><tr><td>Franklin Clearb A\u00e7\u00f5es Eua Gro FIA <\/td><td>Franklin Templeton Investimentos (Brasil) Ltda<\/td><td>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 137.107<\/td><td>33,52<\/td><\/tr><tr><td>Arbor Global Eq Brl FIC FIA Bdr Nivel I<\/td><td>Arbor Gest\u00e3o de Recursos Ltda<\/td><td>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 120.951<\/td><td>32,17<\/td><\/tr><tr><td>Empiricus Tech Select FIA Bdr Nivel I<\/td><td>Vitreo Gest\u00e3o de Recursos Ltda<\/td><td>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 160.519<\/td><td>28,52<\/td><\/tr><tr><td>Itau Sniper Acoes Fc<\/td><td>Itau Unibanco Asset Management Ltda<\/td><td>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 169.104<\/td><td>27,86<\/td><\/tr><tr><td>Equitas Selection Fc FIA<\/td><td>Equitas Administracao de <a href=\"https:\/\/investnews.com.br\/guias\/fundos-de-investimento\/\">Fundos de Investimentos<\/a> Ltda<\/td><td>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 520.399<\/td><td>26,07<\/td><\/tr><tr><td>Equitas Selection Selecao Fc em Acoes<\/td><td>Itau Dtvm S.A.<\/td><td>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 225.759<\/td><td>25,54<\/td><\/tr><tr><td>Guepardo Fc FIA<\/td><td>Guepardo Investimentos Ltda<\/td><td>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 112.036<\/td><td>25,00<\/td><\/tr><tr><td>Tarpon Gt Fc FIA<\/td><td>Tpe Gestora de Recursos Ltda<\/td><td>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 395.059<\/td><td>24,75<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Arbor Global Equities teve retorno de 33,52% no 1\u00ba semestre de 2023; veja os fundos de a\u00e7\u00f5es globais mais rent\u00e1veis.<\/p>\n","protected":false},"author":73,"featured_media":511974,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[4],"tags":[30,289],"autor-wsj":[],"coauthors":[101284],"class_list":["post-511711","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financas","tag-fundos-de-investimento","tag-investimentos"],"acf":[],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/posts\/511711","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/users\/73"}],"replies":[{"embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/comments?post=511711"}],"version-history":[{"count":56,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/posts\/511711\/revisions"}],"predecessor-version":[{"id":703886,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/posts\/511711\/revisions\/703886"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/media\/511974"}],"wp:attachment":[{"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/media?parent=511711"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/categories?post=511711"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/tags?post=511711"},{"taxonomy":"autor-wsj","embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/autor-wsj?post=511711"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/investnews.com.br\/inv-api\/wp\/v2\/coauthors?post=511711"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}