News
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Davide Accomazzo on the collapse of Silicon Valley Bank
March 15, 2023
Davide Accomazzo strikes a reassuring tone in the Silicon Valley Bank collapse. See the interview...
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The Future of Made in Italy
October 20, 2022
Davide Accomazzo, CIO THALASSA CAPITAL, speaks at Malibu Conference “The Future of Luxury: Is Made in Italy...
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Family Offices, a report.
March 1, 2022
Analysis and insights on current practices of Family Offices around the world by the Wharton...
Blog
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Sector Focus: Emerging Markets Debt
In our year-end missive, we spent a few words on the valuation discount of Emerging Markets versus the...
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State of Play: A Few Yards Left
In this volatile and largely disappointing 2022, we have a few yards left to go before closing the...
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Sector Focus: Water
The convergence of climate change and rapid decay of old infrastructures is creating the perfect...
Quarterly Letter
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Fouth Quarter 2022 Investors Letter
“The secret of change is to focus all of our energy not on fighting the old, but on building the...
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Third Quarter 2022 Investors Letter
“Inflation is taxation without legislation.” – Milton Friedman Click here to download Third Quarter...
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Second Quarter 2022 Investors Letter
“Appear weak when you are strong, and strong when you are weak.” –Sun Tzu, The Art of War Click...