Fund manager profile · Public preview
Casa de Investimentos
About Casa de Investimentos
Casa de Investimentos is a wealth management and investment fund management company licensed and regulated by CMVM. Founded in 2010, it manages individual portfolios for private clients and companies, and manages investment funds including the PPR Save Grow fund. The company is based in Braga, Portugal and follows a value investing philosophy focused on long-term wealth creation.
Company and team snapshot: 2 November 2026. Directory registration data: 2 November 2026.
- Registered entity
- Casa de Investimentos - Gestão de Patrimónios e Fundos de Investimento - SGOIC, S.A.
- Manager type
- UCITS Management Company
- Headquarters
- BRAGA
- LEI
- 213800HWDCPTNGWZ8I86
- Registration date
- 1 July 2010
- Incorporation date
- 25 September 2009
Meet the team
Bruno Macedo
Equipa Save Grow
Carlos Lima
Responsável de Compliance
Explore the full team and professional profiles in Portugal Funds.
Manager at a glance
Fund range
Top-level funds, excluding compartments. Active is a registration status; open-ended is a fund structure. These categories overlap and do not establish subscription availability.
Latest annual financials
Financial figures, reference periods and source documents are reserved for database research. EBITDA means earnings before interest, tax, depreciation and amortisation. Company earnings are different from fund returns.
Explore financial information in Portugal Funds ↗Manager documents
60 documents available
Explore documents linked to Casa de Investimentos in the Portugal Funds database.
Documents held in the database with an available file · snapshot 2 November 2026.
View manager documents in Portugal Funds ↗Funds associated with Casa de Investimentos
Casa de Investimentos Ações Globais - Fundo de Investimento Mobiliário Aberto de Ações
Open-ended · Public Equity · New launches
Registration 2532
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Casa de Investimentos Obrigações Curto Prazo - Fundo de Investimento Mobiliário Aberto de Obrigações
Open-ended · Fixed Income · New launches
Registration 2531
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Save & Grow PPR/OICVM - Fundo de Investimento Mobiliário Aberto de Ações de Poupança Reforma
Open-ended · Public Equity · Active
Registration 1637
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗