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Sator operates in Public Equity with Sator Active Value Fund and the sub-fund of the Nextam Partners SICAV, Sator Euro Equity Fund. The goal of the fund is to achieve absolute returns, investing in Euro area stocks with a long-short strategy. The investment approach is bottom-up, with a value bias and a medium term investment horizon. The portfolio is concentrated on a small number of long and short positions, with an actively managed net exposure.

Team

The funds are managed by Mario Frontini, as Chief Investment Officer, Cesare Colombo as Head of Research, Stefano Giuliani, Alberto Poggiano, Giovanni Gennaro and Sam Myhrman professionals with a proven experience in the asset management industry. Matteo Arpe is a member of the Investment Committee and takes an active role in dealing with the management of the companies in which the funds take significant positions.

The team has an excellent track-record in managing “long only” funds and executing “long-short equity” strategies, developed over the years while working at leading asset management companies.

Investment Approach and Process

The investment approach is bottom-up, focused on identifying stocks trading at a large discount to their fundamental value in attractive sectors with a sound business model and high-quality management. For the “short” part of the portfolio, the team searches for overvalued stocks with a broadly positive consensus from the analysts combined with a negative catalyst.

The investment process starts from an in-depth analysis of the company, to be included in a concentrated portfolio of 20-25 long and short equity positions. The process is completed by of the market exposure based on the analysis of macroeconomic scenarios, market dynamics and investor behavior. Risk management is an essential part of the investment process, providing instruments to monitor the portfolio’s risks.