Zest Global Value focuses on investments opportunities mainly on Equity and Bonds Markets by assuming strategic and tactical positions. Portfolio allocation is based on a Top-down approach with significant attention to undervalued Equity Markets Indexes. Macro analysis aims to identify Economy’s main trends; while its flexible fund management aims to reduce fund volatility and to achieve a performance with a maximum de-correlation through a dynamic management of market exposure. Global Value aims to achieve returns superior to the average overnight reference rate for which European banks lend to one another in euros.
Zest Argo invests both in listed equities and bonds and it is featured by a value approach on the core basket of the portfolio with a mid-term view, meanwhile the peripheral part of the investments is managed more dynamically with an opportunistic approach driven by market timing with a short-term view.