Monday, August 7, 2023

Valeur Group assumes control of Ardesia CLO Opportunity Fund management

With over a decade of experience, Valeur Group has solidified its position as a well-established firm offering a comprehensive range of services in asset management, investment advisory, trading, research, and real estate. Led by Lorenzo Vangelisti, an accomplished manager and investor serving as the Chief Executive Officer, the firm continues to excel in delivering exceptional results. The recent takeover of ISP-Ardesia CLO Fund’s investment management, now known as Ardesia CLO Opportunity Fund, further strengthens the Group’s investment solutions, showcasing its commitment to growth and diversification.

Valeur Group

Valeur Group’s takeover of the investment management of Ardesia CLO Opportunity Fund

Valeur Group has officially incorporated the Ardesia CLO Opportunity Fund into its portfolio. Ron Zeltzer, CFA, has joined as Portfolio Manager, enhancing the team’s expertise. The Group’s Fund Structuring team, headed by Funds Director Aleksandra Kozlica, has overseen the fund’s structuring and launch on the Group’s SICAV RAIF funds platform, Ardesia. By investing in various collateralized loan obligations, the Ardesia CLO Opportunity Fund aims to optimize risk and returns in accordance with market conditions and macroeconomic factors. The Fund’s outstanding performance since its inception in 2020 has earned it prestigious accolades, including GlobalCapital’s CLO Investor of the Year (Junior/Mezz) and SharingAlpha’s Top Global Fixed Income Fund in 2021. Additionally, Creditflux recognized it as the Best Euro CLO Equity Investor (Q3 2022) and shortlisted it as the Best New CLO Fund in the 2021 Creditflux Manager Awards. The Group has further revealed the appointment of Ron Zeltzer, CFA, as the Portfolio Manager for the Ardesia CLO Opportunity Fund. Bringing over 15 years of experience in structuring and trading financial products, Ron Zeltzer possesses extensive knowledge in analyzing and trading collateralized loan obligations in the secondary and primary markets. He has also effectively implemented various buy-and-hold CLO strategies across the capital structure for institutional clientele. With the inclusion of the Ardesia CLO Opportunity Fund and the expertise of its Portfolio Manager, Valeur Group continues to broaden its range of cutting-edge investment solutions.

Valeur Group’s experience in asset management

Valeur Group is an international entity with a significant presence across Europe. Established in 2010 under the leadership of CEO Lorenzo Vangelisti, the firm operates autonomously in Switzerland, the United Kingdom, and Luxembourg. It specializes in delivering a comprehensive suite of services including asset management, investment advisory, trading, research, and real estate solutions. Since its inception, it has remained committed to its core mission of providing clients with a safe and solid financial environment, while achieving returns through a dedication to excellence, proactivity, and efficiency. Its offerings encompass diverse geographic regions, asset categories, management approaches, and objectives, catering to the unique needs of its clientele. Valeur Group operates through a synergistic collaboration of five interrelated entities: Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd. These companies offer invaluable solutions aimed at constructing tailored strategies and investment products. They uphold the professional and ethical benchmarks set forth by the CFA Institute and promote the Principles for Responsible Investment (PRI), a UN-endorsed initiative that integrates environmental, social, and governance considerations into asset and investment management. Several team members hold the prestigious “CFA Charterholder” designation. Operating with utmost adherence to rigorous regulatory requirements, including the MIFID II regulatory directive, the activities of these five entities are duly authorized and supervised by financial supervisory authorities such as the FCA and CSSF.

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