Itavera Asset Management, the asset management company of Valoria Capital Group.
Itavera AM is an independent asset management firm focused on conviction-based investing and innovation. As a platform of talented individuals, it aims to attract renowned managers in their fields who have consistently generated excess returns over the long term, across various market cycles. Itavera AM combines the agility of a boutique asset management firm with the most rigorous institutional standards.
Innovation drives our economy and shapes our future. By investing in the themes of tomorrow and drawing on our pioneering expertise in major shifts such as artificial intelligence and space, we allocate entrusted capital to conviction strategies that are dynamic and built for performance.
Rolando Grandi
Co-CIO & Head of Equity Management, Deputy CEO
In the credit market, which offers many levers for performance, our unconstrained approach lets us act with agility in the face of market shifts and changes in paradigm.
Benoit de Laval
Co-CIO & Head of Fixed Income Management
Assets under management or advisory
Thematic and international equity funds
Total return credit bond fund
Agility in portfolio management, conviction in security selection, discipline in risk management.
Itavera AM invests across asset classes using proprietary approaches that have proved their worth through market cycles, supported by management teams recognised in their fields.
Agility in portfolio management, conviction in security selection, discipline in risk management.
Itavera AM invests across asset classes using proprietary approaches that have proved their worth through market cycles, supported by management teams recognised in their fields.
In thematic equities, management focuses on innovation and early identification of the major trends shaping our future. Rigorous work validates three pillars: relevance of the theme, strength of financial and extra-financial fundamentals, and investment opportunity through listed equity valuation.
Allocation-neutral strategies that seek to outperform their benchmark through stock selection alone. Substantial fundamental research aims to reduce the impact of market rotations (sector, factor or geographic) for volatility close to that of the index. An innovative process designed for core portfolio allocations.
In fixed income, we offer unconstrained, flexible and dynamic credit management. This innovative, differentiated approach seeks to deliver alpha across bond market cycles. Itavera AM also keeps clients at the centre of its work, with close contact and full responsiveness.
