Risk & Suitability Profile
Moderate Risk Mandate
This strategy invests in high-conviction equities where valuations and returns can fluctuate over short-to-medium cycles. Sizing is governed by margin of safety and disciplined capital preservation criteria.
Key Suitability Considerations:
Investors seeking long-term capital appreciation over a 5+ year horizon.
High-conviction, bottom-up fundamental strategy independent of benchmark weightings.
Tolerance for short-to-medium term equity market fluctuations.
Access via wholesale/institutional direct mandates or major custodial platforms.
Portfolio Leadership
Elena Marchetti
Portfolio Manager, Global & European Equities
Elena leads the Global Equities and European Fund strategies. Before joining Bern Capital Venture, she spent extensive years in equity research covering industrials and financials across London and Milan.
