Minerva Investment Management Society

Fund Update · Multi Asset Global Opportunities Fund

Multi Asset Global Opportunities - May 2022

· Portfolio Management · Multi Asset Global Opportunities Fund

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Summary

The ultimate goal of this Fund is to achieve long-term growth whilst controlling volatility. To that end, this portfolio comprises a multitude of highly diversified securities with the possibility, in exceptional cases, to take short-term speculative positions. To ensure high diversification, the Fund is spread across geographies, industries, and asset classes, and is built through stock picking, based on fundamental analysis and macroeconomic views.

The diversification of the fund across asset classes ensured its resilience over the past six months, returning a flat performance over the same period. In the new allocation, more space has been given to the green transition and new stocks have been included.

Authors

  • Diego CastoldiPortfolio Manager
  • Federico TitaPortfolio Analyst
  • Martina PerronePortfolio Analyst
  • Mattia CosimoPortfolio Analyst
  • Gianluca CaffiPortfolio Analyst
  • Andrei TudoroiuPortfolio Analyst
  • Daniele CutiniHead of Asset Management
  • Matteo TurriHead of Portfolio Management

Details

Published
13 May 2022
Division
Portfolio Management
Fund
Multi Asset Global Opportunities Fund
Type
Fund Update
Pages
14
Authors
8

Cite this report

Minerva Investment Management Society (2022). Multi Asset Global Opportunities - May 2022. Portfolio Management. https://minervaims.org/archive/multi-asset-global-opportunities-may-2022

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