Personal Information
Entreprise/Lieu de travail
Milan Area, Italy Italy
Profession
Equity Portfolio Manager at Intesa Sanpaolo Private Banking
Secteur d’activité
Finance / Banking / Insurance
À propos
Portfolio management with experience analyzing and selecting mutual funds first and then stocks. Advising several equity portfolios, both managed accounts and funds.
Generated proprietary systematic equity model merging accounting scores and classical relative valuation tools in a comprehensive database management framework (Access and Excel).
Refining constantly my investment process by reading investment managers' thesis: this keeps me updated about securities or industries offering the best opportunities.
Accessing equity research providers (Morningstar, New Constructs, Valuentum) all rigorous sources based on financial statements, discounted cash flow model and competitive advantage a...
Mots-clés
mutual fund
market neutral equity strategy
long short
beta neutral equity strategy
hedge fund
investment
absolute return strategy
investment process
stock due diligence
scorecard
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