the portfolio of actions of BB Investimentos underwent two changes to overcome the Ibovespa in February.
The papers of Agricultural SLC (SLCE3) and the Taesa (TAEE1) were included in the selection of bank shares for the coming weeks. already the BTG Pactual (BPAC11) and the Minerva (BEEF3) were removed from the portfolio.
According to analysts, the actions from SLC stand out for the high productivity, efficient cost control and capital discipline, which have “allowed shareholder remuneration through dividends and the maintenance of reduced financial leverage”.
Taesa’s growth thesis has the advantage of profitability, both via new projects and through acquisitions, which “guarantee sustainability of cash flow and dividends in the long run by maintaining an optimal capital structure”.
In January, the portfolio of actions had a positive performance of 3.2%, but failed to overcome the Ibovespa. The portfolio’s benchmark rose 3.4% over the same period.
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Source: Moneytimes
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