Delivering your goals

We are dedicated goal-based investors. We invest globally, across every asset class to deliver outcomes.

VISION & VALUES

Asset management is changing. Investors require achievement of goals not benchmark returns. Our investment process is focused on building portfolios to deliver clear goals aligned with changing investor needs.

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.

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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 investors.

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COLLABORATION

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

STRATEGY

New active - an investment process explicitly built around outcomes

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.

What we do

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”

What we don’t do

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.

WHO WE ARE

An experienced team: we apply a team approach to get a 360° perspective on every investment idea.

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.

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Giordano Lombardo

Co-Founder, CEO and Co-CIO

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Mauro Ratto

Co-Founder and Co-Chief Investment Officer

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Diego Franzin

Co-Founder and Senior Portfolio Manager / Head of Portfolio Strategies

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Robert Richardson

Co-Founder and Chief Operating Officer

A NEW INVESTMENT PROCESS

NOW it’s the 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 Sassetti 32, 20124 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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