On Wednesday, May 28, in the elegant setting of the Alexander Restaurant in Ravenna, a new appointment was held in our cycle of “Salotti Finanziari”, moments of discussion dedicated to investors and clients to delve into key issues of current economic and financial markets. At the center of the meeting was the role of Italian Mid and Small Caps as an engine to boost the real economy and a concrete opportunity to build value in the long run.
Cristiano Anfossi, Commercial Director of Symphonia SGR, and Aldo Martinale, Senior Equity Manager, offered an in-depth reading of the current environment, highlighting how the Small and Mid Cap segment represents an interesting investment opportunity today. The lower presence of the state in the shareholder base compared to Large Caps, combined with greater diversification and lower correlation between stocks, makes these companies particularly attractive. Added to this are historically favorable valuations and growth prospects fueled by dynamic sectors such as industrials, healthcare, and high tech.
The expected drop in interest rates and the support of expansive fiscal policies at the European level contribute to a potentially favorable scenario. Symphonia SGR outlined its investment philosophy based on a long-term, balance sheet quality and value generation approach through careful selection of the country’s most promising businesses.
Events like this testify to our commitment to fostering a sound financial culture and providing market reading tools for those who wish to enhance the value of their assets through informed, custom-built choices.
