Mario Pavan

Mediobanca actively manages a range of portfolios diversified across asset classes, geographic regions and sectors. They offer a selection of benchmarked and benchmark-insensitive funds. The firm's investment process is research-driven and includes dynamic asset allocation, stock picking and market timing. Their speculative fund is dedicated to investment in Italian convertible bank bonds where correct determination of pricing determines performance.

Anima employs a bottom-up approach and emphasizes stock picking and asset allocation. Decisions are informed by outsourced research which combines macroeconomic, quantitative, fundamental and technical analysis and includes company valuation, management assessment, company visits and market sentiment analysis. The firm invests globally on a medium- to long-term basis and targets out-of-favor companies undervalued by the market. They manage broadly diversified portfolios with low turnover and focus on blue-chip stocks as well as on markets and sectors that have underperformed over recent years.