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More than

wealth managers

Calix Method
®

The Calix® Method adopts a top-down investment model structured in five phases, with the objective

to align financial resources with sound values and ethical principles, promoting investments.

with purpose.

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Discover the Calix® Investment Method
The process begins with a detailed global macroeconomic analysis, which considers indicators such as economic growth, monetary policies, productivity, income levels, and debt.
Seven key regions for Brazilian investors .

Based on this information, the stage of each region in the economic cycle is identified, highlighting sectors with the greatest growth potential. Companies within these sectors are evaluated according to financial and strategic criteria, such as solvency, profitability, market share, competitive advantages and, above all, alignment with ethical values.

Ethical Values Filter

The ethical values filter of the Calix® Method combines two complementary approaches:

Negative Filter

Focused on excluding companies that do not meet established ethical criteria, this filter eliminates from the portfolio companies involved in practices or activities that contradict the defined values.
by the method.

Among the 14 categories evaluated , bioethical, social, and behavioral aspects stand out, reflecting a commitment to integrity and consistency in resource management.

Positive Filter

Aimed at identifying companies that excel in practices that promote the common good and excellence. Priority is given to organizations that demonstrate ethical governance, responsible innovation, respect for the customer, and good practices in the use of resources.

These criteria follow internationally recognized standards, aligned with an ethical framework based on enduring and consistent principles.

Impact and Purpose

By integrating negative and positive filters, the Calix® Method aims to build portfolios that go beyond financial soundness, also reflecting a commitment to ethical responsibility. This approach promotes investments in companies that respect fundamental values, contributing to a significant and sustainable legacy for future generations.

Through this method, Calix seeks to transform how capital is allocated, promoting positive impact and aligning resources with a long-term vision grounded in values.
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