{"id":478,"date":"2023-07-06T14:05:55","date_gmt":"2023-07-06T17:05:55","guid":{"rendered":"https:\/\/atmospherecapital.com.br\/2023\/07\/06\/relatorio-mensal-jun-23\/"},"modified":"2023-12-22T14:09:30","modified_gmt":"2023-12-22T17:09:30","slug":"relatorio-de-gestao-jun-23","status":"publish","type":"post","link":"https:\/\/atmospherecapital.com.br\/en\/2023\/07\/relatorio-de-gestao-jun-23\/","title":{"rendered":"Relat\u00f3rio de Gest\u00e3o Jun\/23"},"content":{"rendered":"\n<p>Destacamos que o m\u00eas de junho foi marcado por um movimento de rebalanceamento do portf\u00f3lio, decorrente de atividade econ\u00f4mica superior ao que estava previsto para o segundo trimestre nos Estados Unidos.<\/p>\n\n\n\n<p>Mantivemos a volatilidade m\u00e9dia no patamar de 4,1%, tendo o fundo apresentado rentabilidade l\u00edquida de efeitos cambiais de +0,1%. No acumulado dos \u00faltimos 12 meses, a rentabilidade se mostrou superior ao conjunto de <em>hedge funds<\/em>, fechando no patamar de 7,9%.<\/p>\n\n\n\n<p>Como resultado positivo da gest\u00e3o ativa de nossas posi\u00e7\u00f5es compradas e vendidas e estrat\u00e9gia de hedges, a correla\u00e7\u00e3o com os principais \u00edndices de a\u00e7\u00f5es dos mercados internacionais desenvolvidos permaneceu baixa.<\/p>\n\n\n\n<p>Para ler nosso material completo, <a href=\"https:\/\/atmospherecapital.com.br\/wp-content\/uploads\/2023\/07\/Relatorio_mensal_junho.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">clique aqui<\/a>.<\/p>\n\n\n\n<div data-wp-interactive=\"\" class=\"wp-block-file\"><object data-wp-bind--hidden=\"!selectors.core.file.hasPdfPreview\" hidden class=\"wp-block-file__embed\" data=\"https:\/\/atmospherecapital.com.br\/wp-content\/uploads\/2023\/07\/Relatorio_mensal_junho.pdf\" type=\"application\/pdf\" style=\"width:100%;height:600px\" aria-label=\"Embed of Relatorio_mensal_junho.\"><\/object><a id=\"wp-block-file--media-213a4ee9-ad20-403c-ab71-b642dff44459\" href=\"https:\/\/atmospherecapital.com.br\/wp-content\/uploads\/2023\/07\/Relatorio_mensal_junho.pdf\">Relatorio_mensal_junho<\/a><a href=\"https:\/\/atmospherecapital.com.br\/wp-content\/uploads\/2023\/07\/Relatorio_mensal_junho.pdf\" class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-213a4ee9-ad20-403c-ab71-b642dff44459\">Baixar<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Destacamos que o m\u00eas de junho foi marcado por um movimento de rebalanceamento do portf\u00f3lio, decorrente de atividade econ\u00f4mica superior ao que estava previsto para o segundo trimestre nos Estados Unidos. Mantivemos a volatilidade m\u00e9dia no patamar de 4,1%, tendo o fundo apresentado rentabilidade l\u00edquida de efeitos cambiais de +0,1%. No acumulado dos \u00faltimos 12 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,34],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.6 (Yoast SEO v21.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Relat\u00f3rio de Gest\u00e3o Jun\/23 - Atmosphere Capital<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Relat\u00f3rio de Gest\u00e3o Jun\/23\" \/>\n<meta property=\"og:description\" content=\"Destacamos que o m\u00eas de junho foi marcado por um movimento de rebalanceamento do portf\u00f3lio, decorrente de atividade econ\u00f4mica superior ao que estava previsto para o segundo trimestre nos Estados Unidos. Mantivemos a volatilidade m\u00e9dia no patamar de 4,1%, tendo o fundo apresentado rentabilidade l\u00edquida de efeitos cambiais de +0,1%. No acumulado dos \u00faltimos 12 [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/\" \/>\n<meta property=\"og:site_name\" content=\"Atmosphere Capital\" \/>\n<meta property=\"article:published_time\" content=\"2023-07-06T17:05:55+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-12-22T17:09:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/atmospherecapital.com.br\/wp-content\/uploads\/2023\/11\/atmosphere-capital-cover.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1008\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Atmosphere Capital\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Atmosphere Capital\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/\"},\"author\":{\"name\":\"Atmosphere Capital\",\"@id\":\"https:\/\/atmospherecapital.com.br\/#\/schema\/person\/5202681489bbd21135f9dc740ca1dc27\"},\"headline\":\"Relat\u00f3rio de Gest\u00e3o Jun\/23\",\"datePublished\":\"2023-07-06T17:05:55+00:00\",\"dateModified\":\"2023-12-22T17:09:30+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/\"},\"wordCount\":124,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/atmospherecapital.com.br\/#organization\"},\"articleSection\":[\"N\u00e3o categorizado\",\"Relat\u00f3rios\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/\",\"url\":\"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/\",\"name\":\"Relat\u00f3rio de Gest\u00e3o Jun\/23 - Atmosphere Capital\",\"isPartOf\":{\"@id\":\"https:\/\/atmospherecapital.com.br\/#website\"},\"datePublished\":\"2023-07-06T17:05:55+00:00\",\"dateModified\":\"2023-12-22T17:09:30+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"In\u00edcio\",\"item\":\"https:\/\/atmospherecapital.com.br\/atmosphere-capital\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Relat\u00f3rio de Gest\u00e3o Jun\/23\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/atmospherecapital.com.br\/#website\",\"url\":\"https:\/\/atmospherecapital.com.br\/\",\"name\":\"Atmosphere Capital\",\"description\":\"A Atmosphere Capital &eacute; uma gestora de recursos independente fundada em 2017 por profissionais que fizeram suas carreiras em renomadas institui&ccedil;&otilde;es locais e internacionais.\",\"publisher\":{\"@id\":\"https:\/\/atmospherecapital.com.br\/#organization\"},\"alternateName\":\"Atmosphere Capital - Fundos de Investimento\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/atmospherecapital.com.br\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/atmospherecapital.com.br\/#organization\",\"name\":\"Atmosphere Capital - Gestora de Recursos Independente\",\"url\":\"https:\/\/atmospherecapital.com.br\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/atmospherecapital.com.br\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/atmospherecapital.com.br\/wp-content\/uploads\/2023\/11\/logo-atmosphere-capital-min.png\",\"contentUrl\":\"https:\/\/atmospherecapital.com.br\/wp-content\/uploads\/2023\/11\/logo-atmosphere-capital-min.png\",\"width\":400,\"height\":179,\"caption\":\"Atmosphere Capital - Gestora de Recursos Independente\"},\"image\":{\"@id\":\"https:\/\/atmospherecapital.com.br\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.instagram.com\/atmosphere_capital\/\",\"https:\/\/br.linkedin.com\/company\/atmosphere-capital\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/atmospherecapital.com.br\/#\/schema\/person\/5202681489bbd21135f9dc740ca1dc27\",\"name\":\"Atmosphere Capital\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/atmospherecapital.com.br\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/6e28246d9a2fff98e44f7850be735c64?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/6e28246d9a2fff98e44f7850be735c64?s=96&d=mm&r=g\",\"caption\":\"Atmosphere Capital\"},\"sameAs\":[\"https:\/\/atmospherecapital.com.br\"],\"url\":\"https:\/\/atmospherecapital.com.br\/en\/author\/thiago\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Relat\u00f3rio de Gest\u00e3o Jun\/23 - Atmosphere Capital","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/","og_locale":"en_US","og_type":"article","og_title":"Relat\u00f3rio de Gest\u00e3o Jun\/23","og_description":"Destacamos que o m\u00eas de junho foi marcado por um movimento de rebalanceamento do portf\u00f3lio, decorrente de atividade econ\u00f4mica superior ao que estava previsto para o segundo trimestre nos Estados Unidos. Mantivemos a volatilidade m\u00e9dia no patamar de 4,1%, tendo o fundo apresentado rentabilidade l\u00edquida de efeitos cambiais de +0,1%. No acumulado dos \u00faltimos 12 [&hellip;]","og_url":"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/","og_site_name":"Atmosphere Capital","article_published_time":"2023-07-06T17:05:55+00:00","article_modified_time":"2023-12-22T17:09:30+00:00","og_image":[{"width":1920,"height":1008,"url":"https:\/\/atmospherecapital.com.br\/wp-content\/uploads\/2023\/11\/atmosphere-capital-cover.jpg","type":"image\/jpeg"}],"author":"Atmosphere Capital","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Atmosphere Capital","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/#article","isPartOf":{"@id":"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/"},"author":{"name":"Atmosphere Capital","@id":"https:\/\/atmospherecapital.com.br\/#\/schema\/person\/5202681489bbd21135f9dc740ca1dc27"},"headline":"Relat\u00f3rio de Gest\u00e3o Jun\/23","datePublished":"2023-07-06T17:05:55+00:00","dateModified":"2023-12-22T17:09:30+00:00","mainEntityOfPage":{"@id":"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/"},"wordCount":124,"commentCount":0,"publisher":{"@id":"https:\/\/atmospherecapital.com.br\/#organization"},"articleSection":["N\u00e3o categorizado","Relat\u00f3rios"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/","url":"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/","name":"Relat\u00f3rio de Gest\u00e3o Jun\/23 - Atmosphere Capital","isPartOf":{"@id":"https:\/\/atmospherecapital.com.br\/#website"},"datePublished":"2023-07-06T17:05:55+00:00","dateModified":"2023-12-22T17:09:30+00:00","breadcrumb":{"@id":"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/atmospherecapital.com.br\/2023\/07\/relatorio-de-gestao-jun-23\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"In\u00edcio","item":"https:\/\/atmospherecapital.com.br\/atmosphere-capital\/"},{"@type":"ListItem","position":2,"name":"Relat\u00f3rio de Gest\u00e3o Jun\/23"}]},{"@type":"WebSite","@id":"https:\/\/atmospherecapital.com.br\/#website","url":"https:\/\/atmospherecapital.com.br\/","name":"Atmosphere Capital","description":"A Atmosphere Capital &eacute; uma gestora de recursos independente fundada em 2017 por profissionais que fizeram suas carreiras em renomadas institui&ccedil;&otilde;es locais e internacionais.","publisher":{"@id":"https:\/\/atmospherecapital.com.br\/#organization"},"alternateName":"Atmosphere Capital - Fundos de Investimento","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/atmospherecapital.com.br\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/atmospherecapital.com.br\/#organization","name":"Atmosphere Capital - Gestora de Recursos Independente","url":"https:\/\/atmospherecapital.com.br\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/atmospherecapital.com.br\/#\/schema\/logo\/image\/","url":"https:\/\/atmospherecapital.com.br\/wp-content\/uploads\/2023\/11\/logo-atmosphere-capital-min.png","contentUrl":"https:\/\/atmospherecapital.com.br\/wp-content\/uploads\/2023\/11\/logo-atmosphere-capital-min.png","width":400,"height":179,"caption":"Atmosphere Capital - Gestora de Recursos Independente"},"image":{"@id":"https:\/\/atmospherecapital.com.br\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.instagram.com\/atmosphere_capital\/","https:\/\/br.linkedin.com\/company\/atmosphere-capital"]},{"@type":"Person","@id":"https:\/\/atmospherecapital.com.br\/#\/schema\/person\/5202681489bbd21135f9dc740ca1dc27","name":"Atmosphere Capital","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/atmospherecapital.com.br\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/6e28246d9a2fff98e44f7850be735c64?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/6e28246d9a2fff98e44f7850be735c64?s=96&d=mm&r=g","caption":"Atmosphere Capital"},"sameAs":["https:\/\/atmospherecapital.com.br"],"url":"https:\/\/atmospherecapital.com.br\/en\/author\/thiago\/"}]}},"_links":{"self":[{"href":"https:\/\/atmospherecapital.com.br\/en\/wp-json\/wp\/v2\/posts\/478"}],"collection":[{"href":"https:\/\/atmospherecapital.com.br\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/atmospherecapital.com.br\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/atmospherecapital.com.br\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/atmospherecapital.com.br\/en\/wp-json\/wp\/v2\/comments?post=478"}],"version-history":[{"count":3,"href":"https:\/\/atmospherecapital.com.br\/en\/wp-json\/wp\/v2\/posts\/478\/revisions"}],"predecessor-version":[{"id":901,"href":"https:\/\/atmospherecapital.com.br\/en\/wp-json\/wp\/v2\/posts\/478\/revisions\/901"}],"wp:attachment":[{"href":"https:\/\/atmospherecapital.com.br\/en\/wp-json\/wp\/v2\/media?parent=478"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/atmospherecapital.com.br\/en\/wp-json\/wp\/v2\/categories?post=478"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/atmospherecapital.com.br\/en\/wp-json\/wp\/v2\/tags?post=478"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}