We are dedicated goal-based investors. We invest globally, across every asset class to deliver outcomes.
We have built our investment processes to support goal-based investing. We invest in distinct opportunities across all asset classes, traditional and alternative. We vary the portfolio allocation throughout the investment cycle to reflect the changing asset valuations and underlying risks.
We co-invest with our clients and we have skin in the game.
We communicate honestly and clearly with our investors.
We have a culture of partnership to build a long-lasting firm.
Our investment process seeks out investment opportunities regardless of their asset class. We use a unique perspective which removes the constraints of traditional allocation. We select the best opportunities throughout the investment cycle. We build the portfolio based on a different concept of diversification.
We allocate capital wherever we see the best opportunities, and only there
We adopt a long-term investment horizon as a competitive factor in a world dominated by short-term mindset
We focus on delivering investment outcomes and not on “beating market benchmarks”
We do not offer products that try to optimize just a specific segment of the market
We do not believe in the distinction between traditional and alternative asset classes
We avoid the “long-only always-long” mentality.
Total return investing is stronger as a “team” sport: different skills, collaborative decisions and a complete perspective. Our team of investment professionals brings the different perspectives of experienced CIOs and senior portfolio managers. Investment decisions are taken by all the team “sitting together at the same table”, not delegated to single portfolio managers or teams.
Plenisfer Investments SGR S.p.A.
Via Niccolò Machiavelli 4
34132 Trieste (TS)
Via Sassetti 32, 20124 Milano (MI)
+39 02 8725 2960
Please read the KIID as well as the Prospectus before subscribing. Past performance is no indication of future performance.
The value of your investment and the return on it can go down as well as up and, on redemption, you may receive less than you originally invested.