Robeco’s Fabiana Fedeli joins Stockholm Summit
Fabiana Fedeli, senior portfolio manager EM equities at Robeco will join the upcoming Pan-Nordic Summit Stockholm 2016 to discuss high conviction EM strategies.
The event, which takes place 14-15 March at the Grand Hotel in central Stockholm, will see Fedeli discuss Robeco’s approach, including the model of combining top-down and bottom-up analysis and ideas. Robeco’s focus is to identify companies that represent sound business models, solid growth prospects and reasonable valuations.
For companies further down the market capitalisation spectrum – SMEs – the focus is on those that can benefit from domestic demand growth. Because such companies tend to be under-researched and undervalued, Robeco sees investment opportunities through its own approach. SMEs also offer diversification benefits against the large cap stocks in the global emerging market universe.
Fedeli is responsible for country allocation in the Robeco Emerging Markets team. She has a background as portfolio manager and analyst on Asia and US equities in London, New York and Tokyo. Previously she was a senior portfolio manager at Pioneer Asset Management, leading that manager’s relative return Asia (ex Japan) Equity Fund. She joined Pioneer following the sale of Occam Asset Management LLP, where she was partner and fund manager. Before Occam, she spent three years at Indus Capital Partners as a senior research analyst.
Fedeli began her career at ING Barings as an equity research analyst covering Japanese equities in Tokyo and also worked at Lehman Brothers in New York covering US equities. She holds a Master of Economics from Hitotsubashi University in Tokyo and a degree in Economic and Social Sciences from Bocconi University in Milan.