Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer

Sebastien Lemonnier of INOCAP Gestion presented his in-depth investment thesis on Sanlorenzo (Italy: SL) at European Investing Summit 2020.

Thesis summary:

Sanlorenzo, a leading high-end yacht producer, fits with Sebastien’s preference for overlooked, uniquely positioned businesses. It is an undiscovered, owner-operated, and well-positioned Italian company. Sanlorenzo is not only a high-end luxury brand but also a high-quality business model with a runway of growth. Meanwhile, the recent valuation would be more reflective of a fragile and cyclical business model, which Sanlorenzo is not.

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About the instructor:

Sebastien Lemonnier started his carreer in 2003 as financial analyst at Tocqueville Finance. He was promoted as european fund manager in 2006 running the UCIT fund Tocqueville Value Europe and pursued his carreer for Mansartis, a Paris based multi family-office in 2012. He joined INOCAP Gestion in 2017, managing Quadrige Europe Midcaps. Sebastien holds a Masters Degree in Financial Management from Panthéon-Sorbonne Paris. As a hobby, he played tennis in competition, but now enjoys playing rugby and english boxing.

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