Information

Passaggio Centrale, 7 Milano Italy

Maurizio Tamagnini, Barnaba Ravanne, Marco Tugnolo, Carlo Moser, Marco Valcamonica

+39 / 02 6200141

info@fondofsi.it

http://www.fondofsi.it

Structure

Number of executives:

9

Number of funds managed/advised:

3

Number of funds art. 8 sfdr 1:

2

Number of funds art. 9 sfdr n.a.:

N.A.

Total capital under management/advised:

3,5 bln Euro

Number of portfolio companies:

7

Investment policy

Minimum investment:

30.000.000 €

Maximum investment:

250.000.000 €

Geographical preferences:

Investment focus:

Sectoral preferences:

Remarks

The assets of the Fund are prevalently invested in Italian companies with revenues between 100 Mln Euro and 1 Bln Euro (i.e. medium-sized companies) and value creation potential. To achieve the purpose of the Fund, the Management Company invests on the basis of the following main criteria: (i) diversification of investments, ranging mainly from 50 Mln Euro to 250 Mln Euro; (ii) active minority/partnership investments or majority investments, providing for various degrees of influence over the portfolio companies through governance mechanisms; (iii) investments aimed at supporting and accelerating portfolio companies’ growth, either through organic growth, acquisitions and sector/value chain consolidation; (iv) investments with limited/no recourse to financial leverage or, in any case, consistent with the growth and buy and build plans of the portfolio companies; (v) holding periods consistent with the portfolio companies’ development plans; (vi) various exit routes including initial public offering.