Davide Boglietti

Profile unavailable.

WHAM invests using the traditional 'endowment model’, allocating across a range of venture capital, private equity, hedge and specialist long-only funds. The firm also makes direct investments in equities and credits and manages its asset allocation with a derivative overlay.

Anima employs a bottom-up approach and emphasizes stock picking and asset allocation. Decisions are informed by outsourced research which combines macroeconomic, quantitative, fundamental and technical analysis and includes company valuation, management assessment, company visits and market sentiment analysis. The firm invests globally on a medium- to long-term basis and targets out-of-favor companies undervalued by the market. They manage broadly diversified portfolios with low turnover and focus on blue-chip stocks as well as on markets and sectors that have underperformed over recent years.