Andrea Carzana
Andrea Carzana

Andrea Carzana

Portfolio Manager

Latest articles

20 September 2020

Andrea Carzana

Portfolio Manager

Q&A: Germany set to shine spotlight on supply chains

The country is poised to increase scrutiny on human rights and eco standards within business. As investors, the investigation of environmental, social and governance (ESG) risks form an essential component of our bottom-up investment analysis
Read time - 6 min
20 May 2020

Andrea Carzana

Portfolio Manager

Europe’s manufacturers are in good shape for a downturn

After reorganising themselves over the past 10 years, many European manufacturers have more flexible business models with higher returns.
Read time - 5 min

Latest articles

20 September 2020

Andrea Carzana

Portfolio Manager

Q&A: Germany set to shine spotlight on supply chains

The country is poised to increase scrutiny on human rights and eco standards within business. As investors, the investigation of environmental, social and governance (ESG) risks form an essential component of our bottom-up investment analysis
Read time - 6 min
20 May 2020

Andrea Carzana

Portfolio Manager

Europe’s manufacturers are in good shape for a downturn

After reorganising themselves over the past 10 years, many European manufacturers have more flexible business models with higher returns.
Read time - 5 min
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