Massimo Fuggetta of Bayes Investments shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.

Massimo provided insights into the Italian equity market and the opportunities he sees, particularly in Italian small-caps. He discussed companies including Landi Renzo (Italy: LR), which he had presented at European Investing Summit 2018; and Expert System (Italy: EXSY), presented at European Investing Summit 2019; and EdiliziAcrobatica (Italy: EDAC).

The full session is available exclusively to members of MOI Global.

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About the instructor:

Massimo Fuggetta started his career as a portfolio manager in 1988 at JP Morgan Investment Management in London, where he rose to become Head of the Global Balanced Group, with overall responsibility for international balanced portfolios. In 1999 he left JPMIM to become Chief Investment Officer and Director General at Sanpaolo IMI Asset Management in Milan, where in 2000 he became Chief Executive Officer. He left the company in 2001 to start Horatius, which was incorporated in 2004 as an advisory company and in 2007 became an asset management company. He was a founding shareholder, a Board member and the CIO of Horatius. In 2012 Massimo left Horatius and went back to London, where in 2014 he founded Bayes Investments.

Massimo graduated in Economics at LUISS, Rome and holds a Master’s Degree (M.Phil.) and a Doctorate (D.Phil.) in Economics from the University of Oxford. Massimo also taught Behavioural Finance in the Master in Economics course at Bocconi University in Milan and served in the Editorial Board of the Financial Analyst Journal.

In 2012, Massimo started the Bayes blog at www.massimofuggetta.com, which has acquired popularity in the Value Investing community.

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