Contact - Mar Asset Management

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+55 . 21 . 3596 . 1423
Avenida Ataulfo de Paiva 1351/301, Leblon
CEP 22440 034

contato@marasset.com.br

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Institutional
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Mar is born with a hybrid investment philosophy, involving macro and stock picking strategies.

We do not perform the distribution of the quotas of the Fund. To invest in our Fund, contact an authorized distributor. The contents of this website do not represent investment advice. We do not take responsibility for mistakes, omissions or by the use of the information contained on this website. Investments in the Fund are not guaranteed by the administrator, the manager, any insurance mechanism or even by the Credit Guarantee Fund (FGC). Past performance is not a guarantee of future results. The Fund may be authorized to invest in assets traded abroad. The Fund may be exposed to significant concentration in assets of few issuers, subject to the risks therein. The Fund may use derivative strategies as part of its investment policy; such strategies, as they are adopted, may result in significant losses for its quota holders, which may even lead to losses in excess of the capital invested and the consequent obligation of the quota holders to contribute additional funds to cover the Fund's loss. There is no guarantee that the Fund will have the tax treatment for long term funds. The profitability disclosed is not net of taxes. This is a disclosure material which information is for informational purposes only. This material may not reproduced, copied or distributed by third parties, in total or partially, without the previous consent of MAR Asset Management. Source of reference indexes: http://www.b3.com.br/en_us/. Anbima Type Description available on Supplemental Information Form. Read the forms, the essential information sheet and the regulations before investing. These documents can be found at the following address: http://cvmweb.cvm.gov.br/swb/default.asp?sg_sistema=fundosreg. Monitoring and Supervision: Brazilian Securities and Exchange Commission - CVM. Citizen Assistance Service at www.cvm.gov.br. Mar Asset Management Gestora de Recursos Ltda. was previously known as Mar Investimentos Gestora de Recursos Ltda.

Rio de Janeiro: Avenida Ataulfo de Paiva, 1165/801, leblon, CEP 22440 034 | © 2025 Mar Asset Management - CNPJ 32.774.786/0001-90

Há algum fator capaz de interromper a deterioração dos ativos financeiros brasileiros em um futuro próximo? Acreditamos que sim.

Em nossa nova carta (link), discutimos a quebra de correlação entre os resultados macroeconômicos e a popularidade do governo. Mesmo uma agressiva expansão fiscal na primeira metade do mandato, que já compromete o equilíbrio econômico, não resultou no impulso político almejado.

Nossas análises indicam que o avanço do protestantismo é um dos principais fatores que explicam essa mudança de padrão. Em meio a uma sociedade cada vez mais conservadora e a um ciclo econômico que tende a se deteriorar nos próximos dois anos, a candidatura petista de 2026 enfrenta grandes dificuldades.

Para nós, a antecipação de uma alternância política será o principal gatilho para a recuperação dos ativos brasileiros.

Em conjunto com a carta, divulgamos um estudo (link) aprofundado sobre a evangelização da sociedade brasileira, no qual investigamos sua dinâmica, comportamento eleitoral, expansão geográfica e projeções de crescimento nos próximos anos.

Mar Asset