Profile
Mr. Lorenzo Tatti, CFA, is Head of Business Development at Thalìa SA. Lorenzo joined Thalìa in 2004 and in 2006 he became the analyst responsible for the analysis, selection and monitoring of US based Equity Long/Short managers, having direct responsibility for the Portfolio Management of the TAS L/S Equity US.
Then Lorenzo was given further Portfolio Management responsibilities and he became the PM of the TAS Event Driven fund as well as of a white label portfolio of Hedge Funds, launched on behalf of single Institutional client.
Lorenzo was also actively involved in re-writing and improving the firm’s investment process, according to industry best practices.
In July 2016 Lorenzo left Thalìa’s Investment Team to undertake a new professional challenge within the company as Head of Business Development.
Mr. Lorenzo Tatti started his investment career in the Alternatives team within BSI in 2002, and as such is the longest standing team member working with Thalia’s CIO.
Mr. Lorenzo Tatti has an MA from HSG (University of St. Gallen) with a major in Finance and is a CFA charter holder.
Former positions of Lorenzo Tatti
| Companies | Position | End |
|---|---|---|
Thalia Capital Advisors SA
Thalia Capital Advisors SA Investment ManagersFinance Thalia is an active manager which utilizes their qualitatively developed vision and methodology to identify fund managers which offer a competitive advantage.^ The firm constructs portfolios based primarily on conviction. They perform qualitative research, complemented by quantitative analysis, risk analysis and control systems to build portfolios with a three to five year view fitting with their clients' overall risk/return profile.^ Thalia follows a bottom-up approach to source and screen hedge funds. Their Portfolio Management team then analyzes the suitability of investments, supported by the Risk Management department, both on the single fund level and on an overall portfolio basis.^ Asset allocation is determined based on market and risk factor analysis. | Analyst-Equity | 01/07/2016 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Thalia Capital Advisors SA
Thalia Capital Advisors SA Investment ManagersFinance Thalia is an active manager which utilizes their qualitatively developed vision and methodology to identify fund managers which offer a competitive advantage.^ The firm constructs portfolios based primarily on conviction. They perform qualitative research, complemented by quantitative analysis, risk analysis and control systems to build portfolios with a three to five year view fitting with their clients' overall risk/return profile.^ Thalia follows a bottom-up approach to source and screen hedge funds. Their Portfolio Management team then analyzes the suitability of investments, supported by the Risk Management department, both on the single fund level and on an overall portfolio basis.^ Asset allocation is determined based on market and risk factor analysis. | Finance |
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