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