Spotlight on Portugal Liquid Opportunities Fund – A Diversified Open-Ended Golden Visa Investment
Investment Guides
Table of Contents
Subscribe to Our News & Articles
Explore the Portugal Liquid Opportunities Fund by Oxy Capital – an open-ended, public equities investment for Golden Visa applicants seeking liquidity, diversification and Portuguese market exposure.
Intro
The Portugal Liquid Opportunities Fund gives Golden Visa investors a liquid, transparent, and professionally managed alternative to traditional private-equity vehicles.
Structured and managed by Oxy Capital, one of Portugal’s leading investment-management firms, the fund follows a private-equity-like approach while investing in public equities — balancing liquidity with fundamental, research-driven value creation.
Book a discovery call to learn how the fund fits your Golden Visa strategy.
Key Feature | Details |
|---|---|
Investment Sector | Public Equities |
Investment Profile | Portuguese equities & Oxy’s international equities strategy |
Open to U.S. Citizens | Yes |
Minimum Investment | €100,000 |
Subscription Deadline | Open-ended |
Fund Lifetime | Perpetual (open-ended) |
Fund Manager | Oxy Capital |
Risk Profile | Moderate |
CMVM License Number | 103588 |
The fund employs a private-equity-like approach with fundamental analysis and active management engagement.
Over 60 % of assets are allocated to Portuguese equities, while the remainder (up to 40 %) invests in Oxy Capital’s international strategy, offering balanced exposure between Portugal’s domestic market and global opportunities.
This hybrid strategy aims to:
Deliver long-term capital growth through value-driven equity selection.
Maintain daily liquidity and transparency through its open-ended structure.
Support companies where Oxy Capital can actively engage to enhance performance and governance.
1. Liquidity and Flexibility
Unlike closed-ended funds that require holding periods of 7–10 years, this fund’s open-ended model lets investors adjust their exposure as needed, maintaining compliance while preserving capital flexibility.
2. Portugal Exposure with Global Balance
Over 60 % of the portfolio is anchored in the Portuguese market — meeting Golden Visa eligibility criteria — while the remaining portion captures international growth through Oxy’s broader investment strategy.
3. Professional Stewardship and Proven Track Record
Oxy Capital has deep roots in Portugal’s financial ecosystem, with decades of experience in corporate turnaround, growth finance, and public market investments.
Founded in 2012, Oxy Capital has grown into one of Portugal’s most respected independent investment firms. Its team specialises in unlocking value from under-analysed small and mid-cap companies through rigorous fundamental research and hands-on management engagement.
The firm’s track record includes both private and public market funds, with consistent outperformance versus benchmarks through active ownership and strategic partnerships with management teams.
The Portugal Liquid Opportunities Fund fully complies with CMVM regulations and qualifies for Portugal’s Golden Visa fund investment route at the standard €500,000 investment threshold.
Its structure meets the programme’s criteria of maintaining 60 % Portuguese exposure while ensuring investor protections through audited reporting and regulatory oversight.
This fund is ideal for:
Investors who prefer a liquid and diversified strategy within the Golden Visa framework.
Those looking for lower volatility than pure private equity or venture investments.
U.S. citizens seeking a fully compliant, reporting-friendly structure.
Q1: Is this fund eligible for the Portugal Golden Visa?
Yes. It meets the CMVM and Golden Visa fund investment requirements with > 60 % Portuguese allocation.
Q2: Can I redeem my investment at any time?
Yes. As an open-ended fund, subscriptions and redemptions are accepted on an ongoing basis subject to notice periods.
Q3: How risky is the fund?
Moderate. It invests in diversified public equities and employs active risk management through Oxy Capital’s experienced team.
Q4: Is the fund open to U.S. citizens?
Yes, the fund is fully structured for U.S. investor participation.
Q5: What is the minimum investment?
€100,000 minimum subscription; Golden Visa compliance requires a total €500,000 investment in qualifying funds.
The Portugal Liquid Opportunities Fund delivers a balance of liquidity, regulatory security, and growth potential rare in the Golden Visa landscape.
To evaluate whether it fits your portfolio, GVFP can connect you directly with Oxy Capital’s team and assist with legal and application support.
Book a discovery call to receive the full fund presentation and eligibility assessment.
Suggested Internal Links
Tariq El-Asad
Founder at goldenvisafundsportugal.com
Tariq El-Asad has worked with the Golden Visa program since 2014 and launched GoldennVisaFundsPortugal.com in 2021.
Subscribe fast to our news & articles and gain access to a Golden Visa investment options .
