Our Identity

The will to be different

Why a new investment boutique?

"Our motivation is both personal and professional. Investing remains an exciting challenge for us, but we developed a deep dissatisfaction with the direction taken by the industry, or at least part of it. We think a profound change is needed."

Giordano Lombardo, Chief Executive Officer

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OUR VISION, OUR STRENGTH

After 30 years spent in the asset management industry - 20 of them together -, in 2019 Giordano Lombardo, Mauro Ratto, Diego Franzin and Robert Richardson decided to found Plenisfer Investments.

Our Company is driven by the conviction that the era of easy trends is coming to an end and a new paradigm of active management capable of navigating unprecedented scenarios and markets and overcoming the constraints imposed by traditional asset allocation is needed.

We set up a boutique, a dimension that allows us to focus on products based on quality rather than standardisation. Achieve clear performance and risk objectives and go beyond the concept of "beating the benchmark" is our mission.

The first Fund, Destination Value Total Return, in which the Generali Group, Plenisfer's strategic partner, has invested EUR 1 billion, was launched in 2020.

PLENISFER'S VALUES

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ALIGNMENT

We co-invest with our clients and we have skin in the game.

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TRANSPARENCY

We communicate honestly and clearly with our stakeholders.

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COLLABORATION

We have a culture of partnership to build a long-lasting firm.

Find out more about Plenisfer's history in the first CEO Letter by Giordano Lombardo:

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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