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| A broad and accurate selection of Investment Funds |
GBL holds 100% of Leonardo Sgr, the current name, since 2000, of G4 SGR Spa, set up in Milan on 30/07/1997 with the business purpose to manage stock investment funds, whose business started at the end of 1998.
The initial offer, made up of 5 funds, extended to include the current 8 funds.
Leonardo Sgr possesses long-standing experience in the market and high-standard technical skills in the management of Italian OICR.
Leonardo Sgr adopts an active management style, aimed at breaking, over appropriate time horizons, the return of investment benchmarks, meeting TRANSPARENCY and RISK CONTROL requirements.
The Investment Process
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Identification of the most likely macro-economic scenario |
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Analysis of individual markets and assessment of individual stocks carried out internally by analyst teams and managers |
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Exchange rate exposure managed on the basis of short-term prospects, identifying an adequate activity schedule |
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Risk control both in absolute terms and against the benchmark |
The Investment Process can therefore be summarized as follows:
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Identifying the benchmark for the type of product investment |
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Identifying individual stocks to be part of the portfolio, using the bottom-up approach. The managers - by identifying the optimum timing - select the best stocks of the market segments through a careful "stock selection" process. |
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Controlling the risk both in absolute terms and against the benchmark |
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