Plenisfer Investments SGR S.p.A. (“Plenisfer”) has appointed Marco Mencini as Head of Research. In his new role, Marco, already Senior Portfolio Manager of Equity at Plenisfer, will lead the Research Team with a focus on equity, credit, and macro.
As of now, the Research Team includes Investment Analysts operating from the Milan office of Plenisfer and will be further expanded in the coming weeks.
The Research Team supports Plenisfer’s Investment Committee in the process of defining investment cases and in macroeconomic research, through the analysis of risk premiums, fundamentals, and engagement, including ESG, of the companies under assessment.
Each investment opportunity will continue to be analyzed on a 360-degree basis, consistent with Plenisfer’s distinctive approach which assesses the entire capital structure of each company through the combination of the team’s diverse expertise. With this approach, which goes beyond the limits of traditional asset allocation, Plenisfer identifies opportunities globally to achieve the return and risk objective of multi-strategy and unconstrained portfolios.
Marco Mencini, in addition to leading the Research Team, will continue to operate reporting to Co-CIO Mauro Ratto as Senior Portfolio Manager, thus actively contributing to the management of Plenisfer’s sub-fund and the new portfolios that the company is preparing to manage.
“Marco’s contribution in the research behind Plenisfer’s investment case selection has been particularly valuable so far. In his new role he will be able to further expand this area of activity alongside a team of high and specific expertise, which will soon grow even further. I therefore wish the Research Team good work and I would like to thank the Plenisfer team for the commitment and passion with which they have tackled the first three years of fund management, a milestone we will cross next May. Together we have successfully overcome challenges that we had foreseen when we founded Plenisfer and others that none of us could have imagined. We will continue to work ‘all around the same table’, following the distinctive approach designed to tackle unprecedented markets and at the basis of the SGR’s foundation”.Giordano Lombardo, CEO and Co-CIO of Plenisfer.