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Value Investing and Event Driven
Conditor in Roman mythology is “the one who stores the grain”.
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Conditor Asset Management, named after him, aims at capital preservation and appreciation through a rigorous investment process.
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Conditor has an uncompromising work ethic, it is client-centred, and delivers a repeatable and scalable investment process grounded in:
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Independent, private equity-like research to identify quality businesses with sustainable competitive advantages,
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Constructive engagement with company management to catalyse events,
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Understanding of sectors’ value chains and competitive landscapes to seize value with a catalyst and merger arbitrage opportunities.
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Conditor was established in April 2019 by Mario Russo.
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