Plenisfer Investments SGR S.p.A.

Overview

Plenisfer Investments SGR S.p.A. is an Italian asset management company headquartered in Milan, Italy. The firm specializes in delivering goal-oriented investment solutions through a total return and multi-strategy approach, focusing on achieving clear and measurable objectives for its clients. Plenisfer operates globally, removing the constraints of traditional asset classes to provide flexible and innovative investment strategies. The company's investment process is characterized by allocating capital where the best opportunities are identified, adopting a medium to long-term investment horizon as a competitive factor in a world dominated by short-term mindsets, and focusing on delivering investment outcomes rather than attempting to 'beat' market benchmarks. Plenisfer does not offer products that try to optimize just a specific segment of the market, does not believe in the distinction between traditional and alternative asset classes, and avoids the 'long-only always-long' mentality. Plenisfer's portfolio includes investments in various sectors such as financial services, infrastructure, technology, energy, consumer goods, healthcare, telecommunications, media, retail, transportation, utilities, materials, real estate, consumer services, and industrial goods. The firm has a track record of investing in companies like Webuild SpA, Prysmian SpA, Reply SpA, UniCredit SpA, De' Longhi SpA, Interactive Brokers Group, Inc., Occidental Petroleum Corp., Ivanhoe Electric, Inc., Meta Platforms, Inc., Piraeus Financial Holdings SA, and Eurobank Ergasias Services & Holdings SA. The firm's investment philosophy emphasizes a flexible and unconstrained approach, aiming to deliver stable, long-term value to clients. Plenisfer Investments SGR S.p.A. was founded in May 2019 as a joint venture between four founding shareholders—Giordano Lombardo, Mauro Ratto, Diego Franzin, and Robert Richardson—and the Generali Group, a majority shareholder with a commitment of 1 billion Euros to the first fund managed by the company. The four co-founders have been working together for over 20 years and have brought together a multidisciplinary team of senior experienced investors to build a robust team-based investment process explicitly focused on goal-based investing. The company is regulated by the Bank of Italy and CONSOB for the activity of asset management companies (SGR).

Investment Focus

• Professional investors only
• Compliance with Italian regulations

Portfolio Companies