The crucial factors that differentiate us from our peers are experience, performance and methods. In terms of experience, Finlabo was one of the first firms in Europe to launch a long/short equity strategy in a UCIT format in 2006 and therefore the track-record of our fund is longer than most of our competitors. Moreover, our investment team, composed of myself, Anselmo Pallotta and Maurizio Scataglini, has more than 50 years of cumulative experience on investments management.
From a performance point of view, our results have been outstanding. Our flagship fund, the Finlabo Dynamic Equity, has systematically outperformed equity markets and hedge fund indexes with an approximate return of 7% per year and moderate volatility levels of about 8%. The fund invests in a selected portfolio of European equities while hedging dynamically market risks by selling short benchmark index futures.
Our investment strategy relies on the quantitative models and software we have developed in-house through advance research competences. Our stock-picking model evaluates about 2.000 stocks daily based on fundamental and technical variables such as valuation multiples, earning momentum, price momentum, etc. At the same time, our trend following model assists the dynamic hedge decisions within a strong risk-management framework.
In the last years, high volatility in equity markets and unstable macroeconomic conditions have represented an important challenge for our industry. However, our non-discretional quantitative approach has proofed to be able to generate interesting returns in despite of market conditions. In this sense, we have been responsive to market circumstances and we have kept our alpha generation targets.
Having this in mind, we keep an optimistic vision of our business future. An increasing part of our current assets under management now corresponds to international investors and consequently, we are planning to continue to expand our international presence through distribution partners in the most important European financial centres. Our recognition in the industry has increased significantly thanks to our performance, so we want to continue to walk through this path by keeping our alpha-generation commitment.
Company: Finlabo Sicav
Contact Name: Paolo Lo Grillo (Finlabo SICAV), Alessandro Guzzini (Finlabo SIM)
Email: info@finlabo.com
Web Address: www.finlabosicav.com, www.finlabo.com
Address Finlabo Sicav: 42, Rue de la Vallée, L-2661 Luxembourg R.C.S. Luxembourg: B 110 332
Telephone: 352 27 726 100
Addess Finlabo SIM: Corso Persiani, 45. 62019. Recanati. (MC). Italy.
Telephone: 39 071 7575053