By integrating top-down with bottom-up analysis and the team’s different expertise, we use this approach to globally select individual opportunities to achieve the fund's return and risk objective.
Designed to build a stable source of carry for the portfolio, through investment in cash flow generating assets (equities, credit, real estate).
High quality companies that can grow and compound earnings over several years. Internal ownership, strong balance sheets, high and stable Return on Invested Capital.
Equity markets, rates, currencies, countries and sectors, with individual positions which reflect our view of the world through the economic cycle.
Assets where catalysts and circumstances (M&A, distressed assets, etc.) are very company specific. Such assets provide bottom-up, uncorrelated investments.
Less correlated, which work in periods of market disruption (gold, real assets, volatility and commodities), arbitrage strategies.
Plenisfer Investments SGR S.p.A.
Via Niccolò Machiavelli 4
34132 Trieste (TS)
Via Sant'Andrea 10/A, 20121 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.