Carbon Cap at FERI’s 12th Hedge Fund Investor Day

  

‘”In terms of economic costs alone, it is cheaper to reduce emissions than to deal with their impacts” ..Founder and CEO, Michael Azlen, recently presented at FERI’s 12th Hedge Fund Investor Day, where he highlighted the potential rewards from finding sustainable return sources within carbon emissions, and why climate change should be at the forefront … Continued

Quaestio Capital welcomes 3 new Investment Professionals!

  

‘Francesco Rossi joins the Multi Asset Team as Senior Portfolio Manager, reporting to Christian Prinoth, Chief Investment Officer; Alberto Biscaro joins the Credit Team led by Federico Valesi, as Senior Portfolio Manager and Michele Romano joins as Senior Portfolio Manager Private Asset reporting to Alessandro Potestà, Chief Executive Officer and Head of Private Assets. The expansion of the Investment Teams is part of Quaestio SGR’s new development … Continued

Mobius Capital Partners new Podcast Series: Episode 1 on Taiwan

  

Mobius Capital Partners launches a new podcast called ‘Insiders and Outliers – MCP on Emerging Markets’. Monthly episodes will provide insights into PM Carlos von Hardenberg’s opinions across emerging markets. First episode on Taiwan! Link Mobius Podcast Series

Quaestio CFA Head of Credit Federico Valesi will present in Milan Feb 28-29th on European HY

  

“High conviction positions, analytical skills, disciplined approach to risk management and opportunism are the ingredients that can create #valore in the European #highyield market, essential to implement a real #GestioneAttiva.” Federico Valesi, CFA Head of Credit at Quaestio Capital SGR will be present at the first RankiaPro Italia #FundExperience in Milan on February 28th and 29th to explore the opportunities of the European … Continued

Mobius Capital Partners January 2024 Letter to Investors

  

‘Since our launch in 2018, MCP has weathered a pandemic, geopolitical turbulence and economic shocks. Our strategic choices, based on a rigorous focus on quality, careful selection of management teams and business models, and a vigilant awareness of macroeconomic and company-specific risks, have steered us through these turbulent waters. We avoided investing in Russia and … Continued

Positive Signs for Global Listed Infra in 2024 from Maple-Brown Abbott

  

From Maple-Brown Abbott: ‘We believe falling real yields and a slowing global economy should benefit defensive essential service assets like listed infrastructure. In this four minute read our senior portfolio managers lay out their thoughts on the prospects for global listed infrastructure in 2024.’ Link: Positive signs for global listed infrastructure in 2024 | Maple-Brown … Continued

MBA’s Global Listed Infra – 2023 Engagement & Stewardship Report is out!

  

‘In Global Listed Infrastructure, active engagement is an important pillar of our overall strategy to mitigate ESG risks and enhance value for investors. Through constructive dialogue we believe we can influence positive outcomes and enhance the sustainability of our clients’ returns. We also see engagement with companies as a powerful tool to uncover ESG risks … Continued