We take a disciplined value approach to grow our high network worth clients’ money and meet each individual goal. Our investment approach focus on long term capital appreciation with a deep and thorough understanding of each our holdings. All our money is invested in alongside with our clients.
Invespettro Wealth Management was founded in 2009 and has grown into a leading Investment Company. Since our establishment, we’ve invested in many well-known companies that are doing great things in their respective fields.
In the equity team, we are specialized in US equity mandate. We focus on long term on building wealth through its fundamental approach to investing, which focuses on searching value-generating businesses. We believe in companies that can set the price, profitable, and have lasting durable business.
Invest in public equities over long term with lower volatility risk
Focus on less than 50 high conviction holding
Our valuation to buy cheaper company and sell richer company
Minimize risk through a deep and detailed understanding of our investment approach to constantly optimize our portfolios
Maintain present value of each company’s future cash flow
Our depth of analysis and risk management discipline have been tested across many market condition over the last decades