Giorgio Bortolozzo

4 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Arca SGR

Professional background

Head of Equity Investments at Arca SGR since March 2019. Also serving as a Portfolio Manager - Equity Investments since April 2015, specializing in global equity investments. Previously, worked at Epsilon SGR as a Portfolio Manager - Quantitative Investments. Contributing actively to investment committees and overseeing benchmark replication portfolios. Former Analyst, Structured Finance MNC at UniCredit Corporate & Investment Banking.

Educational background

MSc, Banking and Finance from Università Cattolica del Sacro Cuore. CFA

Performance

9.19%

Manager Annualised Return Since Inception

1.26%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

9.19%

1.26%

7.93%

*Inception date: 3/1/2019

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Arca Economia Reale Italia

Value investing using fundamental analysis

Benchmark
MSCI Italy Net, EUR

Class
-

ISIN
IT0005246993

AUM
362,535,384.90 €

Ongoing Charges
2.05%