At Generali Investments, we have built a long track-record investing in Eurozone small and mid caps leveraging on the in-depth analysis of companies carried out by dedicated portfolio managers. The Generali Investments Sicav (GIS) Euro Equity Mid Cap sub-fund constitutes, in our opinion, an interesting investment proposition to complement traditional Eurozone large cap equities.
*Source: Generali Investments Europe S.p.A. Società di gestione del risparmio, data as of March 2017
Stocks are selected on the basis on an analytical approach that favours companies operating in sectors with high entry barriers, visible growth and good management’s track record. Leveraging on their financial analysts’ experience, the fund managers developed a proprietary stock’s valuation model based on discounted cash flows, to calculate a stock’s target price and under/over valuation. Finally, meetings with companies (300 per year) are made in order to round up the stock selection of about 70-80 stocks for inclusion in the portfolio..
Generating alpha through careful and focused stock picking of Eurozone small and mid caps: GIS Euro Equity Mid Cap.
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Source: Generali Investments Europe S.p.A. Società di gestione del risparmio as of end of March 2017.
GIS Euro Equity Mid Cap is a subfund of Generali Investments SICAV (an investment company qualifying as a “société d’investissement à capital variable” with multiple subfunds under the laws of the Grand Duchy of Luxembourg) managed by Generali Investments Europe S.p.A. Società di gestione del risparmio. The information contained in this document is only for general information on products and services provided by Generali Investments Europe S.p.A. Società di gestione del risparmio. It shall under no circumstance constitute an offer, recommendation or solicitation to subscribe units/shares of undertakings for collective investment in transferable securities or application for an offer of investments services. It is not linked to or it is not intended to be the foundation of any contract or commitment. It shall not be considered as an explicit or implicit recommendation of investment strategy or as investment advice. Before subscribing an offer of investment services, each potential client shall be given every document provided by the regulations in force from time to time, documents to be carefully read by the client before making any investment choice. Generali Investments Europe S.p.A. Società di gestione del risparmio, periodically updating the contents of this document, relieves itself from any responsibility concerning mistakes or omissions and shall not be considered responsible in case of possible damages or losses related to the improper use of the information herein provided. Past performance is not a guarantee of future performance and the subfund presents a risk of loss of capital. No assurance is released with regard to the approximate correspondence of the future performances with the ones above mentioned. It is recommended to look over the regulation, available on our website www.generali-invest.com. The client shall carefully read the KIID, which must be delivered before subscribing the investment, and the prospectus which are available on our website (www.generali-invest.com), on Generali Investments Luxembourg S.A. (Management Company of Generali Investments SICAV) website (www.generali-investments-luxembourg.com), and by distributors
Generali Investments is part of the Generali Group which was established in 1831 in Trieste as Assicurazioni Generali Austro-Italiche. Generali Investments is a commercial brand of Generali Investments Europe S.p.A. Società di gestione del risparmio.