Companies

Global Selection SGR SpA



Global Selection SGR SpA is an asset management company part of the Banca del Ceresio Group, a wholly owned subsidiary of Ceresio SIM. The company is authorized to perform collective investment scheme, being registered with no. 51 in the register of asset management companies pursuant to Article 35 TUF - FIA managers section, held by the Bank of Italy.

Global Selection SGR offers Wealth Management services to its clients through the establishment and/or management of Alternative Investment Funds (AIFs). In particular, the Company is involved in the activities of:

  • Definition and development of "multi-strategy" Alternative Fund of Funds under Italian law;
  • Analysis and selection of strategies and target funds to be included in the different products;
  • Management of risks associated with this type of investment.

Active since 2003, Global Selection SGR directly manages “Global Investment Portfolio” a sub-fund of the Luxembourg SICAV - FIAR "Selection Holdings“ and 2 Alternative Funds under Italian law:

  • Alternative Investment Fund (AIF) "Global Managers Selection Fund"
  • Alternative Investment Fund (AIF) "China Managers Selection Fund"

Global Selection SGR is also Management Company (AIFM) of Selection Holdings S.A., SICAV-FIAR under Luxembourg law, an umbrella fund consisting of five sub-funds: Atlantic Selection, Pacific Selection, China Selection, Macro PLUS and Global Investment Portfolio (GIP)

Management of the Atlantic Selection, Pacific Selection, China Selection, Macro PLUS sub-funds has been delegated to Belgrave Capital Management Ltd., a Banca del Ceresio Group company.


services

BOARD OF DIRECTORS


Born in 1957, Italian citizen, he is Chairman of Ceresio SIM and its subsidiaries Global Selection SGR and Eutofinleading Fiduciaria as well as a member of the Board of Directors in other Group companies. An economics and business gradu-ate from LUISS University, Rome, in 1981, Maurizio Solaro del Borgo worked for the corporate finance division of a major banking institution. From 1988 to 2023, he worked at Banca del Ceresio.


Giacomo Foglia holds a Law Degree from Statale University, Milan (1988) and is a member of the Italian Association of Financial Analysts. He joined Banca del Ceresio in 1991 after several professional experiences in various banks in New York. He serves on the boards of some of BdC's subsidiaries and is a director of Haussmann General Partner S.a.r.l.


Born in 1960, a Swiss and Italian citizen, he has been a member of the Board of Directors since 2010. An economics graduate from Bocconi University,  he was a Managing Director and Chairman of Banca del Ceresio’s Management Committee until 2010. He is currently a member of the Board of Directors of Belgrave Capital Management, Ceresio SIM and Global Selection SGR. He is also a member of the investment committee for the Group’s multi-manager funds.  He holds various other positions, including as a member of, Trustee or consultant to the boards of directors of some private companies, universities, funds  and foundations. He occasionally writes on finance issues in leading newspapers.


Federico Foglia is a member of the investment committee of the Group's multi-manager funds, a director of  Global Selection SGR SpA., and of Ceresio SIM SpA. He is also a member of the Investment Committee of Haussmann General Partner. He holds a degree in economics from Bocconi University (1995) and is member of AIAF (the Italian association of financial analysts). Prior to joining Belgrave Capital Management in 2014, he was a Managing Director and member of the Executive Committee of Banca del Ceresio. He joined Banca del Ceresio in 2000 after five years at Merrill Lynch Mercury Asset Management in London, where he was a director of the Private Investment Management Group. Mr. Foglia also serves as a director on Boards of companies in the media and automation component businesses.


Mr. Nocera is the Managing Director and CIO of BCM. He is a member of the investment committee of the Group's multi-manager funds, a director of Global Selection Advisors Ltd. and Global Selection SGR SpA. He is also a member of the Investment Committee of Haussmann General Partner. Mr Nocera established BCM in 1995. From 1984 to 1994 Mr. Nocera worked for Bankers Trust Company in New York and London where he held various positions. He received a BA degree in Economics from Brown University and an MBA from New York University.




Senior Management


Appointed Managing Director of Ceresio SIM in July 2021.

Loris has over 20 years of experience in private banking and investment management.

Prior to joining Ceresio, Loris delivered a number of key strategic initiatives within the Julius Baer Group  in Zurich, Lugano, Milan and London. Most recently, he was General Manager at Kairos in Milano (2020-2021), Head of Portfolio Management International in the Investment Management division in Zurich (2018-2019) and Head of Product and Services at Julius Baer’s London office (2017-2018).

From 2002 to 2011, he worked for Credit Suisse, where he built his reputation in consulting and asset management services.

Loris received a Degree in Business Administration from the University of Linz, Austria, with a specialization in Information Technology and Organization.


Luigi Nardella, CFA is the Chief Investment Officer of Ceresio SIM and Global Selection SGR. He chairs the Group’s Investment Committee. Prior to his current role he worked for 15 years at Belgrave Capital Management Ltd., the London based asset management subsidiary of Ceresio Investors, as a Co-Head of Research. He was responsible for the research, due-diligence of hedge funds and active long-only managers across investment strategies and geographic areas. Luigi graduated magna cum laude from Università Luigi Bocconi in Milan.


Born in 1972, Italian citizen, has been with Ceresio Milano Group since 2014, Chief Operating Officer of the three Italian companies since 2020. Degree in Business Administration, has over 20 years of experience in private banking and investment management.


Born in 1981, an Italian citizen, he has been with Ceresio Group since 2017. Degree in Economics of Financial Institutions and Markets, he has 20 years of experience in private banking and asset management. He began his career in General Electrics Oil &Gas, then after an experience in Ernst &Young, he joined Julius Bär SGR and then GAM (Italy) SGR holding the position of Head of Compliance & AML. In Ceresio Investors he holds the position of Head of Compliance, Anti-Money Laundering Risk Management and Corporate Affairs for the three Italian companies.



products

Global Managers Selection Fund – feeder fund of Selection Holdings - Atlantic Selection

Alternative Investment Fund (AIF) under Italian law which aims to obtain an absolute return in Euro in the medium to long term predominantly through investment in the respective compartment of the Master Fund.

The Feeder Fund invests at least 85% of its assets in the shares of  Selection Holdings - Atlantic Selection, a compartment of the Luxembourg-based SICAV, Selection Holdings SICAV FIAR, set up in the form of a reserved alternative investment fund .

Selection Holdings - Atlantic Selection aims to achieve long-term capital appreciation by allocating its assets among portfolio managers that utilize a range of investment strategies, primarily focused on long-short equity. In particular, the Compartment seeks to achieve its objective by investing most of its assets either in AIFs or other investment funds or through discretionary investment accounts managed by investment managers (together the Collective Investment Schemes, hereinafter CIS) investing globally. The Compartment’s multi-manager approach focuses on absolute return-oriented portfolio managers who are typically independent, have proven performance record and whose interests are aligned with investors through co-investment in the CIS alongside their investors’ capital.

 

China Managers Selection Fund – feeder fund of Selection Holdings - China Selection

Alternative Investment Fund (AIF) under Italian law which aims to obtain an absolute return in Euro in the medium to long term predominantly through investment in the respective compartment of the Master Fund.

The Feeder Fund invests at least 85% of its assets in the shares of  Selection Holdings - China Selection,  a compartment of the Luxembourg-based SICAV, Selection Holdings SICAV FIAR, established in the form of a reserved alternative investment fund .

Selection Holdings - China Selection aims to achieve long-term capital appreciation by allocating its assets among portfolio managers that utilize a range of investment strategies, primarily focused on long-short equity. In particular, the Compartment seeks to achieve its objective by investing most of its assets either in CIS principally investing or based in Greater China (i.e., mainland China, Hong Kong and Taiwan). The Compartment may also invest in CIS whose managers are based in Greater China, but invest globally. The Compartment’s multi-manager approach focuses on absolute return-oriented portfolio managers who are typically independent, have proven performance record and whose interests are aligned with investors through co-investment in the CIS alongside their investors’ capital.

 

DELEGATION AGREEMENTS

The management of the following products, of which Global Selection SGR is the Management Company (AIFM), has been delegated to Belgrave Capital Management Ltd, a company within the Banca del Ceresio Group:

SELECTION HOLDINGS S.A., SICAV-FIAR

The AIF is a multi-compartment open-ended collective investment undertaking reserved to professional investors, established in the form of an investment company with variable capital under Luxembourg law, pursuant to the Luxembourg Law of 23 July 2016 on RAIFs, with registered office in Rue de la Poste 20, L-2346 Luxembourg.

The structure of the EU AIF currently includes the following sub-funds:

•     Selection Holdings - Atlantic Selection;

•     Selection Holdings - Pacific Selection;

•     Selection Holdings - China Selection.

•     Selection Holdings - Macro PLUS.

•     Selection Holdings – Global Investment Portfolio (GIP)

All the sub-funds pursue an investment strategy that aims to generate long-term returns, primarily through investment in other CIS.

Selection Holdings - Atlantic Selection aims to achieve long-term capital appreciation by allocating its assets among portfolio managers that utilize a range of investment strategies, primarily focused on long-short equity. In particular, the Compartment seeks to achieve its objective by investing most of its assets in CIS investing globally. The Compartment’s multi-manager approach focuses on absolute return-oriented portfolio managers who are typically independent, have proven performance record and whose interests are aligned with investors through co-investment in the CIS alongside their investors’ capital.

Selection Holdings - Pacific Selection aims to achieve long-term capital appreciation by allocating its assets among portfolio managers that utilize a range of investment strategies, primarily focused on long-short equity. In particular, the Compartment seeks to achieve its objective by investing most of its assets in CIS principally investing or based in Asia. The Compartment may also invest in CIS whose managers are based in Asia, but invest globally. The Compartment’s multi-manager approach focuses on absolute return-oriented portfolio managers who are typically independent, have proven performance record and whose interests are aligned with investors through co-investment in the CIS alongside their investors’ capital.

Selection Holdings - China Selection aims to achieve long-term capital appreciation by allocating its assets among portfolio managers that utilize a range of investment strategies, primarily focused on long-short equity. In particular, the Compartment seeks to achieve its objective by investing most of its assets either in CIS principally investing or based in Greater China (i.e., mainland China, Hong Kong and Taiwan). The Compartment may also invest in CIS whose managers are based in Greater China, but invest globally. The Compartment’s multi-manager approach focuses on absolute return-oriented portfolio managers who are typically independent, have proven performance record and whose interests are aligned with investors through co-investment in the CIS alongside their investors’ capital.

The Selection Holdings - Macro Plus sub-fund pursues an investment policy that seeks to generate returns over the long term by investing primarily in other UCIs of managers that primarily employ macro investment strategies. In particular, the sub-fund's investment objective is to invest primarily in alternative investment funds, i.e. other types of investment funds or through discretionary asset management, of managers that invest globally in a range of asset classes including fixed income, foreign exchange, equity and commodities, without specific restrictions in terms of instrument types or geographic ranges, and with a preference for managers with absolute return objectives. The sub-fund may also invest directly in securities and financial instruments, including derivatives, with exposure to equity markets, interest rates and currencies. In order to better manage the Sub-Fund's liquidity, the Sub-Fund may also invest in short-term deposits, certificates of deposit or other money market instruments.

The Selection Holdings - Global Investment Portfolio (GIP) sub-fund pursues an investment policy that seeks to achieve long-term capital appreciation by allocating its assets among portfolio manager products that employ a variety of investment strategies, including but not limited to long-short equity, long-only equity, global macro and event-driven. 
The sub-fund seeks to achieve its objective by investing the majority of its assets in AIFs or other types of investment funds or through discretionary asset management, which invest globally in a variety of asset classes, including without restrictions on the types of securities or geographic regions in which they may invest. The sub-fund may also invest directly in securities and other financial instruments, including derivatives, with exposure to equity markets, interest rates and currencies.
The sub-fund will not be exposed to a single fund or product for more than 85% of its NAV. In particular, at least 70% of the sub-fund's portfolio will be invested in Leveraged Assets Fund Ltd., Cayman Islands Exempted Company with registered office at Citco Fund Administration (Cayman Islands) Limited, 89 Nexus Way, 2nd floor, Camana Bay, P.O. Box 31103, Grand Cayman, Kyi-1205 Caymans Islands, incorporated on 5 November 2013 and managed by Tovel Investments Ltd., a manager authorised and regulated by the Financial Services Commission of the British Virgin Islands. In relation to the investment strategy implemented by Leveraged Assets Fund Ltd., Tovel Investments Ltd. is advised by Antonio Foglia, a member of the Board of Directors of the SGR. More in detail, Leveraged Assets Fund Ltd. is an open-ended fund, incorporated in the Cayman Islands, whose objective is medium to long-term capital growth. To achieve this objective, it directly or indirectly uses a variety of investment strategies that may change according to different market phases. The most commonly used strategies include (but are not limited to): investments in other hedge funds and macro overlays for the strategic and tactical management of equity, currency, interest rate and credit exposure through long and short positions. The remainder of the portfolio will be invested in equity funds, hedge funds, currencies (mainly FX forwards) or financial instruments (equities, bonds and derivatives), as far as possible complementary, in order to achieve a level of risk/return deemed appropriate with respect to the realisation of the sub-fund's objective.
In contrast to the other four sub-funds, the management of this sub-fund has not been delegated to Belgrave Capital Management, but maintained within the SGR.

 

For more information, visit the dedicated site https://www.selectionfunds.com

 

 

NAV at 30.08.2024

Description ISIN TKR Bloomerg Valore Quota
Global Managers Selection Fund (classe A) IT0003407100 GMSFUND IM Equity 1.175.428,79 €
Global Managers Selection Fund (classe I) IT0004399579 GMSFUND IM Equity 900.144,29 €
China Managers Selection Fund (classe I) IT0004399678 GSASMSA IM Equity 712.936,95 €

The NAVs of the funds:

Selection Holdings - Atlantic Selection;
Selection Holdings - Pacific Selection;
Selection Holdings - China Selection;
Selection Holdings - Macro Plus;
Selection Holdings - Global Investment Portfolio (GIP);

Are available at NAVs (selectionfunds.com)

IMPORTANT INFORMATION

Contacts

Global Selection SGR SpA
Via Tamburini, 13
20123 Milano (MI), Italia

Tel.: +39 02 3037 7301
Fax: +39 02 3037 7349
[email protected]