Portugal Liquid opportunities fund by Oxy capital is a regulated alternative investment fund, eligible for GV program. The investment in the Portuguese Listed “Champions” and in international listed equities through a Private Equity approach.
- Portfolio concentrated in 8-15 highest conviction ideas
- Focus on underfollowed small caps in Oxy’s sectors of expertise
- Methodology and synergies based on Oxy’s private equity activity
- Highly aligned manager (>€10m co-invest in strategy + fees dependent on performance)
The Portugal Liquid Opportunities fund combines the Liquid Opportunities strategy’s strong
track record (26% p.a. TWR since Dec 2018) with rigorous GV compliance. The Fund’s investment is geared towards a geographical approach that includes markets in developed countries, and at least 60 per cent of the Fund’s overall net value will necessarily be invested in shares in companies listed on national stock exchanges and incorporated under Portuguese law. The Fund will invest in shares, investment funds, short-term assets and derivative financial instruments for hedging purposes.
The Portugal Liquid Opportunities fund will be split between an allocation to Portuguese and international equities.
60% of Fund: Portuguese large and mid
cap equities. <40% of Fund: Oxy international
equities strategy
- Launch date: 1/3/24
- ISIN PTOXTHHM0004
- Base currency – EUR
- Return: – 17.6% (to 30/11/2025)
- CMVM Regulated – yes
- Golden Visa – yes
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