Skip to the content

MARCO SIMION

The approach

Invest in global markets by adapting asset allocation to the stage of the economic cycle, selecting countries with the best prospects, and investing in the best companies in the most promising sectors. To achieve this goal we exploit the experience of over 30 years by modulating a dynamic and flexible asset allocation with a more stable and index-related top-down type.

Short bio

He previously worked at Zenit SGR, where he created and became the manager of the Multistrategy Private Banking line, later managing the Global Opportunities sub-fund. The sub-fund, which Simion managed from its inception, was launched by Zenit MultiStrategy Sicav, whose board he chaired for 12 years. He was Portfolio Manager in Fiduciaria Duomo and then in PFM SIM SpA. He has worked in the asset management sector since 1986 as Remisier of Leonzio, Belloni, Combi, Piva, Romersa Exchange Agents. Collaborated with Clarion Finanz AG in Zurich in the evaluation and financing projects in the Energy, Biotech and Natural Resources sectors. Marco was (until 2004) Director and Supervisor of the Finance Department of M + RZP today Marazzi & Associati. He has a degree in business economics from the Ca’ Foscari University of Venice.

Marco is Portfolio Manager of the Zest Global Opportunities 

Email: simion@zest-management.com

 

 

Region/Geography
Europe
20%
Americas
80%
Asia
0%
Style
FUNDAMENTAL Bottom Up
45%
QUANT
0%
MACRO Top Down
55%
Systematic
0%
Asset Class/Instrument
Equity
60%
Bond
5%
Derivatives
35%

The data shown here do not indicate the current asset allocation but correspond to the manager's sentiment