I have been interested in the stock market and companies since high-school which resulted in me running a portfolio of concentrated equities selected with a value approach. I have a bachelor in economics and management from Bocconi University in Milan and a masters in international finance from HEC Paris. My previous work-experiences comprise investment banking and private equity. The emphasis of my investment activity is on the selection of superior businesses that have a strong competitive moat and are out of favour because of temporary fads or a misperception by the market. I do not care about short-term price variations but the safety of the principal is of paramount importance.
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