ZEST
GLOBAL OPPORTUNITIES

ZEST GLOBAL OPPORTUNITIES

A dynamic and flexible investment strategy focused on identifying and allocating capital to high-quality companies with a strong Return on Invested Capital (ROIC) and consistent margin growth. The fund targets innovative market leaders or companies with clear leadership potential within their sectors.

Under the management of Marco Simion, the fund adopts a forward-thinking approach to uncover and capitalize on global investment opportunities, delivering sustainable value over time.

The Zest Global Opportunities is managed by Marco Simion.

MONTHLY FACT SHEET

presentazione fondo_en

The links to the classes listed on the Luxembourg Stock Exchange:

Class I

Class P

Awards

                            

                            

Fact Sheet

Base currency	EUR
Trading and Valuation	Daily
Initial investment	5.000 EUR
Subsequent investments	1 EUR
ISIN Code	LU0280698043
Bloomberg Ticker	ZENITF LX
Strategy	Global Flexible Balanced
Management Fees	1.15 %
Marketing Fee	0.85%
Performance Fee	20%

s2

s3

Management philosophy and strategy

The scope is to invest in global markets by seeking innovative and quality companies with a dynamic approach.

• Innovative and leading companies, where the growth trend is still present.
• Quality companies with a high return on investment (ROIC), strong profit growth (EPS growth), and margin growth (PM).

Quantitative screening is added to the decision-making process to find compelling ideas and compare companies with the universe of all other companies