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Liquid Strategies

Liquid Strategies

EQUITA Capital SGR also offers its expertise to manage liquid assets on behalf of financial institutions, banking groups and family offices. The team is focused on discretionary equity portfoliosflexible funds and advisory.

Our investment philosophy combines analysis of macro trends with a deep understanding of company’s fundamentals, with the aim of building portfolios with strong active picks, even if different from the consensus view, and particular focus on the valuation under “unfavourable scenarios”.

Key Products

Discretionary Portfolios

Strategie liquide (3)

The team manages three discretionary equity portfolios on behalf of Credem Group since 2003:

  • Italy Top Selection
  • Top Selection Mid Small
  • Top Selection Opportunity

The first two have a stock benchmark, the third one has a balanced one. The difference between discretionary portfolios and the typical mutual funds is that the former have strongly concentrated portfolios, with active bets on single stocks and sectors.

Strategie liquide (2)

The team manages on behalf of Euromobiliare Asset Management SGR (asset management company controlled by Credem Group) the fund Euromobiliare Equity Mid Small Cap which raised around €400 million in November 2018. The fund, whose fundraising is now closed, has a duration of 7 years and aims at generating value through the progressive and thought-through selection of stocks, by taking advantage of the complete market cycle.

Investment policy: the fund is characterized by an active “flexible” management style and concentrates its investments in small and medium market capitalization stocks. From a geographical standpoint, the fund is mainly focused on the domestic market, with up to 35% of the assets invested in European stocks.

Strategie liquide (1)

The team manages on behalf of Euromobiliare Asset Management SGR also the fund Euromobiliare Equity Selected Dividend which raised around €230 million in July 2019. The fund, whose fundraising is now closed, has a duration of 7 years and aims at generating value by building a portfolio of high and stable dividend yield stocks, which would allow to distribute annually a variable income, not guaranteed, up to 3% of the initial investment.

Investment policy: the fund is characterized by an active “flexible” management style and focuses its investments on high dividend yield stocks of Italian and European companies including also small and medium caps.

Strategie liquide (3)

Discretionary Portfolios

The team manages three discretionary equity portfolios on behalf of Credem Group since 2003:

  • Italy Top Selection
  • Top Selection Mid Small
  • Top Selection Opportunity

The first two have a stock benchmark, the third one has a balanced one. The difference between discretionary portfolios and the typical mutual funds is that the former have strongly concentrated portfolios, with active bets on single stocks and sectors.

Strategie liquide (2)

Euromobiliare Equity Mid Small Cap

The team manages on behalf of Euromobiliare Asset Management SGR (asset management company controlled by Credem Group) the fund Euromobiliare Equity Mid Small Cap which raised around €400 million in November 2018. The fund, whose fundraising is now closed, has a duration of 7 years and aims at generating value through the progressive and thought-through selection of stocks, by taking advantage of the complete market cycle.

Investment policy: the fund is characterized by an active “flexible” management style and concentrates its investments in small and medium market capitalization stocks. From a geographical standpoint, the fund is mainly focused on the domestic market, with up to 35% of the assets invested in European stocks.

Strategie liquide (1)

Euromobiliare Equity Selected Dividend

The team manages on behalf of Euromobiliare Asset Management SGR also the fund Euromobiliare Equity Selected Dividend which raised around €230 million in July 2019. The fund, whose fundraising is now closed, has a duration of 7 years and aims at generating value by building a portfolio of high and stable dividend yield stocks, which would allow to distribute annually a variable income, not guaranteed, up to 3% of the initial investment.

Investment policy: the fund is characterized by an active “flexible” management style and focuses its investments on high dividend yield stocks of Italian and European companies including also small and medium caps.

Senior Team

Ghilotti
CEO EQUITA Capital SGR and Portfolio Manager

Matteo Ghilotti

Mapelli
Senior Portfolio Manager

Giuseppe Mapelli