Our vision is an investment firm focused on the power of collaboration to create a ‘new active’ way of investing. Exploiting our demonstrable success of working together, we have built an investment process to deliver goal-based investing. We have carefully selected a team with the required expertise, the determination to work as a team and the ability to think differently. Investment decisions are taken by all the team “sitting together at the same table”, not delegated to single portfolio managers or teams. This approach ensures the optimal capture of return, diversification and risk management for a total return objective.
We have been working together for more than 20 years. Seasoned investors with significant expertise in investment markets, we have built multiple teams and capabilities across all asset classes together. The foundation of our investment philosophies and approach has always been a passion for investing and the power of collaboration.
Our team of investment professionals brings the different perspectives of experienced CIOs and senior portfolio managers. Each investment idea is seen from the different angles of macro, bottom up equity and credit. Investment decisions are taken by all the team “sitting together at the same table”, not delegated to single portfolio managers or teams.
A combination of business and investment experience of our partners, with the determination to see the investment activity as a “practice” servicing our clients.
Entrepreunership + skin in the game: as co-owners of the business and at same time investors in our own funds we have aligned our interests with our clients.
A collaborative, team-based approach to investments, with a clear governance for decision making. We want to avoid both the bias coming from having individual “star portfolio managers” and the bias from having consensus decisions.
We are looking for truly long term oriented clients. Whoever has a short term approach to invest should be discouraged from investing in our funds.
Plenisfer Investments SGR S.p.A.
Via Niccolò Machiavelli 4
34132 Trieste (TS)
Via Sassetti 32, 20124 Milano (MI)
+39 02 8725 2960
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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.