Jean Maunoury interviews Francesco Rustici

13th November, 2024 | Equities

In this insightful video, Francesco Rustici, Portfolio Manager and Head of the Memnon European Fund at Zadig Asset Management, discusses his 28-year career in finance and his leadership of the Memnon European Equity Strategy since its launch in 2020. With a background that spans roles at major firms and hedge funds, Francesco shares his journey from Zurich to London and his passion for mid-cap equity investing.

He explains the strategic focus of the Memnon European Fund, highlighting key advantages of mid-cap investing such as the “research gap” and increased M&A activity. With over half of Europe’s stocks under-researched and mid-caps twice as likely to be acquisition targets, Francesco outlines how the strategy is designed to capitalize on these inefficiencies. Since inception, the fund has seen multiple holdings receive takeover offers, underscoring the potential of this segment.