Our Investment Philosophy

THE NEW ACTIVE MANAGEMENT

Strategy allocation replaces asset allocation

OUR NEW ACTIVE APPROACH IS AN ACTIVE INVESTMENT MANAGEMENT, FREE OF THE ALLOCATION CONSTRAINTS IMPOSED BY BENCHMARKS AND FOCUSED ON INVESTING BY STRATEGY, NOT BY ASSET CLASS

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.

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Our portfolios are different to other asset managers,

because they are not built on asset allocation.

OUR PORTFOLIOS ARE BASED ON 5 PROPRIETARY INVESTMENT STRATEGIES:

Income sources

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Designed to build a stable source of carry for the portfolio, through investment in cash flow generating assets (equities, credit, real estate).​

Compounding growth stories

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High quality companies that can grow and compound earnings over several years. Internal ownership, strong balance sheets, high and stable Return on Invested Capital.

Macro opportunities

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Equity markets, rates, currencies, countries and sectors, with individual positions which reflect our view of the world through the economic cycle.​

Special situations

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Assets where catalysts and circumstances (M&A, distressed assets, etc.) are very company specific. Such assets provide bottom-up, uncorrelated investments.​​

Alternatives

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Less correlated, which work in periods of market disruption (gold, real assets, volatility and commodities), arbitrage strategies.​​

A NEW INVESTMENT PROCESS

NOW it’s time for New Active investing, rethinking diversification by time horizon and degree of correlation and applying a total return mindset to a goal oriented investment strategy.

REGISTERED OFFICE

Plenisfer Investments SGR S.p.A.
Via Niccolò Machiavelli 4
34132 Trieste (TS)

OPERATING ADDRESS

Via Sant'Andrea 10/A, 20121 Milano (MI)
info@plenisfer.com
+39 02 8725 2960

CONTACT US

Contact us at info@plenisfer.com

IN PARTNERSHIP WITH

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VAT INFO

Tax ID: IT 01328320328

Belonging to Generali Italian VAT group: 01333550323

Registered to The National Compensation Fund

DISCLAIMER

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.

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