Why now is a great time for Mid Caps

13th November, 2024 | Equities

Francesco Rustici discusses the impressive 8% annualized outperformance delivered by Zadig Asset Management’s strategic investment approach. Discover how their unique edge lies in identifying asymmetric risk-reward opportunities that consistently translate into tangible results. Francesco highlights two key contributors to this success: a strong M&A trend, with six portfolio companies receiving takeover offers, and an early, contrarian investment in the defense sector, prior to the Ukraine war, when the market had largely ignored it.

Learn how non-consensus thinking and deep fundamental analysis helped Zadig AM generate alpha, even amid global uncertainty.