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Symphonia Patrimonio Attivo (0P00000U6K)

Milan

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33.473 +0.264 +0.79%

23/04 - Closed. Currency in EUR

Type: Fund

Market: Italy

ISIN: IT0000382603

Asset Class: Equity

Morningstar Rating:
Total Assets: 152.68M

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0P00000U6K Overview

On this page you'll find an in-depth profile of Symphonia Patrimonio Attivo. Learn about the key management, total assets, investment strategy and contact information of 0P00000U6K among other information.

Contact Information

Address Via San Dalmazzo 15, 10122 Torino
Torino, 10122
Italy

Phone +39 2 777071

Fax 0039-02/777.07.350

Web www.symphonia.it

Top Executives

Name	Title	Since	Until
Marco Midulla	Head	2024	Now
Biography	Graduated in Economics and Management from LUISS University in Rome, Marco Midulla later earned a Master’s degree in Finance. In 2015, after a period in London at Schroders as Assistant Portfolio Manager, he joined Kairos Partners SGR as a macroeconomic analyst within the discretionary portfolio management team. In 2019, he became part of the L/S KIS KEY fund team as a fundamental analyst covering the Telecom, Infrastructure, and Real Estate sectors, and was appointed co-portfolio manager in October 2020. Since August 2021, he has also taken on the management responsibility of the L/S KIS ActivESG fund, a compartment focused on the European ESG space. He has been a member of the Chartered Financial Analyst (CFA) Institute since 2019, and in 2023 obtained the ESG Analyst and Investing Certificate from Politecnico di Milano. On May 15, 2024, he joined the Symphonia SGR team as Head of Mutual Funds.
Alessandro Vitaloni	Senior Portfolio Manager	2020	Now
Biography	Alessandro Vitaloni holds a degree in Economics and Finance from the University of Milan. He began his career at Gestielle SGR, where he spent 8 years as a Fixed Income Portfolio Manager, focusing on the management of government and corporate bond funds. He then spent 12 years as a Senior Fixed Income Portfolio Manager at UnipolSai, where he managed corporate bond portfolios for both life and non-life insurance branches. For the past 4 years, he has been a Senior Portfolio Manager at Symphonia SGR, where he defines the investment strategy for the asset class and is directly responsible for managing the firm's government and corporate bond funds.
Aldo Martinale	Senior Portfolio Manager	2016	Now
Biography	Aldo Martinale holds a degree in Economics from the University of Turin. He began his career in the independent financial advisory sector as a Fundamental Analyst, focusing on small and medium-sized enterprises, where he developed significant expertise in company valuation. In 2007, he joined Banca Intermobiliare, first as Head of Research and Analysis and later as Head of the Wealth Management Division. In 2017, he joined Symphonia SGR as a manager in the balanced funds and customized portfolio segment. Since 2020, he has taken on a coordination role within the asset management division and has focused his management activity on the equity segment, particularly mid- and small-cap stocks. As of September 2024, he is Senior Portfolio Manager at Symphonia SGR with a particular focus on Italian Equity.
Massimiliano Schena	-	2020	2024
Giorgio Moretti	-	2020	2024
Biography	Giorgio Moretti holds a degree in Economics from the University of Turin and has several decades of experience in asset management and private banking. He has been with the Banca Investis Group since 2002, where he has held roles of increasing responsibility within the asset management division, focusing on the management of bond portfolios for both private and institutional clients. He currently serves as Portfolio Manager, overseeing the management of Italian bond funds, compartments of the Luxembourg SICAV, and pension funds.
Roberto Cucchetti	-	2017	2020
Paolo Boretto	-	2017	2020
Andrea Dolsa	-	2012	2017
Management Team	-	1995	2012
Biography	Team Managed

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