- Strategy
- Basic Information
- Performance
- Documents
- Awards
- Distributors
Strategy
4UM Small Caps FIF Ações RL is an equity investment fund whose portfolio is composed of shares issued by publicly traded companies with low and medium market capitalization, showing strong potential for long-term appreciation.
The fund’s management process is based on fundamental analysis and follows a proprietary valuation model. Using discounted cash flow methods, market multiples, and direct interaction with company management, our team of analysts builds a deep understanding of each company’s business model.
What sets 4UM Small Caps apart is not only the thorough research behind stock selection, but also the discipline to implement its strategy regardless of market timing—typically influenced by the behavior of more liquid stocks.
The gap observed between intrinsic value and market price allows the identification of today’s small companies that may become tomorrow’s leaders. By capturing the benefits of this evolution, 4UM Small Caps aims to deliver, primarily in the long term, performance that exceeds that of the Ibovespa index.
Objective
The Fund’s objective is to provide long-term capital gains to its shareholders through investments in publicly traded companies with low and medium market capitalization and strong potential for long-term appreciation.
Target Audience
General investors whose profiles align with the fund’s investment policy and who seek differentiated long-term returns. The product complies with the provisions of Resolutions 5,272, 4,993, and 4,994 of the National Monetary Council.
Basic Information
- ANBIMA Code: 213691
- ISIN: BRJMS1CTF007
- Fund CNPJ: 09.550.197/0001-07
- ANBIMA Classification: Small Caps Stocks
- Administrator: BEM DTVM
- Asset Manager: 4UM Gestão de Recursos
- Custody and Controllership: Bradesco
- Independent Auditor: KPMG
- Minimum Investment: R$ 500,00
- Subscription Date: D+1 (business day)
- Minimum Additional Investment: R$ 100,00
- Minimum Balance: R$ 500,00
- Redemption Settlement: D+20 (business day)
- Redemption Date: D+17 (business day)
- Management Fee: 2,0% p.a.
- Performance Fee: 20% of what exceeds the Ibovespa
Performance
| Fund | Date | Quota (R$) | Day | Month | YTD | 12M | 24M | 36M | Start | PL (R$) |
|---|---|---|---|---|---|---|---|---|---|---|
Profitability chart
- 12M
- 24M
- 36M
- From the beginning
Documents
Before investing, it is essential that investors carefully read the documents below, paying close attention to the fund’s bylaws and associated risk factors.
Awards and Recognition
Our excellence acknowledged by the market
Excellent Rating
Investidor Institucional
- 2010
- 2011
- 2012
- 2018
- 2020
- 2022
- 2023
- 2024
Best Small Cap Funds
Valor Econômico
- 2017
Top-Performing Equity Funds
Valor Investe
- 2019
5-Star Rating
Exame
- 2020
Fund Distributors
The fund is available on leading investment platforms in the market.
Atina Investimentos
BTG Pactual Digital
CM Capital
EQI Investimentos
Mirae Asset
Nova Futura
Necton
Paraná Banco Investimentos
Terra Investimentos
Toro Investimentos
Warren Rena
If you are an individual investor, click I Want to Invest to start your application.
If you’re a company or an Institutional Investor, please reach out to our team via the Contact Us.
