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Our Investment ApproachRobust risk-calibrated performance across long-term investment horizons.
We adhere to the core principles of value investing while maintaining the flexibility to adapt to an evolving world. Markets, industries, and opportunities are in constant flux, and we believe that a rigid approach limits potential. Our dynamic investment mandate allows us to capitalize on opportunities across a broad spectrum of industries, geographies, asset classes, and security types. As a result, our portfolio composition naturally shifts over time, responding to the changing landscape of opportunity—an approach we believe enhances returns while mitigating risk.
Value Driven, Catalyst Focused
Our philosophy remains anchored in valuation and business fundamentals, but we also seek out catalysts that can drive value realization independently of market conditions. While we relentlessly pursue superior investment outcomes, we prioritize downside protection through deep fundamental research, prudent diversification, a focus on catalyst-driven investments, and a disciplined approach to leverage. Additionally, we implement macro and market hedging strategies to fortify the portfolio against broader uncertainties.
Patient Capital Deployment
Above all, our mission is to grow capital over time and generate absolute returns regardless market conditions. While we do not engage in market timing, we exercise patience and discipline—when attractive opportunities are scarce, we are not afraid to hold cash and cash equivalents, waiting for the right moment to deploy capital.
Public Equity
Ariete Capital seeks asymmetric, uncorrelated equity opportunities where active intervention enhances value and mitigates risk.
Ariete Capital takes equity-oriented positions across multiple strategies, utilizing a variety of structures. The firm is not primarily focused on long equity positions based purely on valuation metrics. Instead, Ariete seeks opportunities that are uncorrelated with broader market risks or other positions in the portfolio, or where value creation and risk mitigation can be actively enhanced through strategic interventions. The firm prioritizes investments that offer a high asymmetry of reward to risk, maximizing optionality and long-term upside potential.
Private Investments
Ariete Capital executes Italian rollup strategies, acquiring strategic stakes and leveraging specialized vehicles for sector-driven value creation.Index funds are investment funds that aim to replicate the performance of a specific index.
Ariete Capital pursues Italian market-focused rollup strategies, acquiring controlling or significant minority stakes in private companies and, occasionally, publicly traded firms with limited float. The firm also invests in credit and preferred equity positions, prioritizing longer-term, less liquid opportunities. To capitalize on sector-specific investments, Ariete establishes special purpose vehicles, operating companies, and joint ventures, leveraging strategic partnerships to drive value creation and consolidation.
Alternatives
Ariete Capital hedges portfolio volatility through diversified instruments, ensuring resilience against market fluctuations.Public equities involve investing in shares of publicly traded companies on stock exchanges.
Ariete Capital employs Portfolio Volatility Protection strategies to hedge against adverse market conditions, mitigating risks from broad market fluctuations and asset price volatility. The firm utilizes a range of instruments, including credit, equity, volatility, interest rates, commodities, and currency exposures, to enhance portfolio resilience and preserve capital.