In Conviction we Trust
For over 20 years, our objective has remained simple: to offer our clients strategies with high value-added based on active management. Our investment managers rely on their fundamental research to forge their convictions and deliver superior performance.
The fund's objective is to provide investors with capital growth by investing across a diversified set of Japanese equities. Style-agnostic and conviction-based, the fund invests in 40 to 60 companies that include mid and large caps that are typically more immune to economic cycles - and macro sensitive mega and large caps. Investment decisions rely on thorough fundamental analysis and positions are selected according to the upside potential of each company relative to its intrinsic value...
The financial crisis of 2008-2009 was a game changer for fixed income investors as it created new opportunities, especially for credit specialists. The real impact from the financial crisis was not immediate, but rather became increasingly visible in the months and even years well after equity markets had started to recover from their extreme losses. In August 2016, SYZ Asset Management decided to launch a dedicated fund on European Subordinated bonds that just reached EUR 100mn in size. Our Milan-based corporate bonds specialists, who had been managing assets in this space since 2003, identified a unique opportunity in subordinated debt, brought on by the financial crisis and its collateral impact on regulation and financing behaviour. To date, the strategy has performed strongly and prospects in this growing space remain attractive.See more