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Umberto Borghesi

Umberto Borghesi

Showing manager performance in Switzerland View performance globally

About Umberto Borghesi

Umberto Borghesi has over a quarter of a century of experience in the financial industry. He worked at Albemarle Asset Management since 2007 as a majority shareholder and chief investor managing equity, fixed income and mixed asset funds as well as institutional mandates. He also manages the OYSTER Dynamic Allocation Fund for SYZ Group. He uses a bottom-up stock-picking approach with a value and fundamental investment style. Borghesi gained a degree in Philosophy from Florence University in Italy. Away from work he enjoys tennis and music.

Invests in own strategies

Runs institutional money

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Citywire Rating: Not Eligible

Umberto Borghesi does not currently have the required track record to be eligible for a Citywire Rating. See methodology


over : 31/10/2017 - 31/10/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% -3.9% -3.5%
2017 21.3% 5.9% 1.3% 11.0% 2.0%
2016 1.2% -3.9% -4.7% 3.7% 6.6%
2015 -2.0% 2.5% -4.2% -2.4% 2.3%
2014 0.5% 6.4% -0.6% -4.3% -0.6%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.