Antonio Garufi on Thematic Value Investing and Covestro

Antonio Garufi, portfolio manager at Geneva-based Decalia Asset Management, joined the MOI Global community for The Frankfurt Conversation 2018, held at Jumeirah Frankfurt in November.

Antonio discussed the concept of thematic value investing and outlined his investment thesis on Covestro (Germany: 1COV).

Antonio Garufi is a portfolio manager and equity analyst at Decalia Asset Management, based in Geneva since 2017. Previously, he spent one year at Citigroup and three years at J.P. Morgan in London. He then went on the buyside at Astor Investment in Milan, where he was an analyst and co-manager of a thematic hedge fund. He graduated from Bocconi University in 2005, where he is currently a teaching assistant, has a Phd in Business Administration and attended the Value Investing Program at Columbia Business School. He graduated from the Strategic Financial Analysis program at Harvard Business School in 2018.

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