Asset management

  1. Asset management

ASSET MANAGEMENT

THE VALUE APPROACH

Our hallmark is the value approach. Value investing is an investment strategy based on the theory that Benjamin Graham and David Dodd began teaching at Columbia Business School in 1928. It was Graham who inspired the success of Warren Buffett, arguably the world’s most famous American businessman and economist.

The value approach is characterised by its in-depth analysis of individual companies, which makes it possible to identify stocks that are under-valued by the market. This gives investors what Graham describes as a “margin of safety”, in the knowledge that their investment will grow in value over the medium term. This creates a situation where a fall in security prices is an opportunity to buy more cheaply and obtain higher returns. The value approach requires dedication, expertise and regular meetings with the companies concerned. Consistency and perseverance are key assets that inform our analyses.

SERVICES

MANAGEMENT STYLES

A highly diversified selection of management styles, with different risk profiles.

 Value management style

Management strategy: value.
With the value style we invest mainly in Europe and the United States, where our aim is to identify companies with consistent competitive advantages in stable businesses whose performance can be predicted over time.

International management style

Management strategy: active asset allocation at the global level, with constant monitoring of risk.

High focus management style

Management strategy: bottom-up. The high focus line invests primarily in Italian and European companies based on a sector-specific approach to analysis and using investment ideas generated by a team of eight analysts.

SERVICES

MANAGEMENT STYLES

A highly diversified selection of management styles, with different risk profiles.

 Value management style

Management strategy: value.
With the value style we invest mainly in Europe and the United States, where our aim is to identify companies with consistent competitive advantages in stable businesses whose performance can be predicted over time.

International management style

Management strategy: active asset allocation at the global level, with constant monitoring of risk.

High focus management style

Management strategy: bottom-up. The high focus line invests primarily in Italian and European companies based on a sector-specific approach to analysis and using investment ideas generated by a team of eight analysts.

Performance certification

Over 13 years of certification compliant with the Global Investment Performance Standards (GIPS) standard issued by PricewaterhouseCoopers for the performance of our management styles and investment process. GIPS compliance is a guarantee of quality and of consistent results over time.

Customised investment advisory services that are fully compliant with the Markets in Financial Instruments Directive (MiFID II).

A highly diversified selection of management styles, with different risk profiles.

Banor SICAV and Aristea SICAV: efficient investment vehicles thanks to their high degree of investment diversification.

Family office and corporate finance advisory, treasury and capital markets services.

Banor SIM

Customised investment advisory services that are fully compliant with the Markets in Financial Instruments Directive (MiFID II).

A highly diversified selection of management styles, with different risk profiles.

Banor SICAV and Aristea SICAV: efficient investment vehicles thanks to their high degree of investment diversification.

Family office and corporate finance advisory, treasury and capital markets services.