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Gianmarco Mondani

Gianmarco Mondani, Investment Director, is the head of the non-directional equity team, and manages developed Europe long and long/short equity funds.

He joined GAM Investments following its acquisition of the equity hedge specialist Arkos Capital in July 2012. Prior to establishing Arkos in January 2007, he launched and co-managed the current GAM Star (Lux) (formerly World Invest) and offshore fund offering at Banca Arner in Lugano. Before this, he was an assistant director and portfolio manager within the European investment team at Martin Currie Investment Management Limited in Edinburgh. Gianmarco Mondani holds an MA in Investment Analysis from Stirling University, United Kingdom, and a BA (cum laude) in Economics and Business Studies from Genoa University, Italy. He is based in Lugano, Switzerland.

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    GAM Talks Q3 2019: Upcoming risks

    We asked a group of our portfolio managers a series of questions about their respective asset classes. This second video, in a series of three, examines what risks they see and how they go about mitigating them.

  • 15 November 2018

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    Tuesday, September 19, 2017

    A Sustainable Approach to Generating Returns

    Gianmarco Mondani, CIO of the non-directional equity team in Lugano, explains the academic background behind his strategy, which employs a fundamental, earnings revision-based approach, incorporating both valuation and momentum metrics, and aims to deliver favourable outcomes in the majority of calendar years.

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    Friday, April 21, 2017

    The Remote But Real Risk in European Equity Markets

    Political risk is very much back on the agenda and even seemingly remote out comes cannot be discounted. While Gianmarco Mondani, Roberto Cantaluppi and Paolo Longinotti are wary of potential turbulence, they are also optimistic about the return to the market of differentiation at the stock level.

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    Monday, December 19, 2016

    2017 Outlook – The Investment Themes to Watch

    2016 was a year of erratic markets and geopolitical shocks that sent fundamentals into the shadows. Bourses moved on speculation and surprise, challenging market participants. GAM’s investment experts put forward their key themes for the year ahead.

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    Tuesday, August 30, 2016

    Can Negative be Positive

    We live in a period of low growth and low yields. How can investors generate returns in this environment? Gianmarco Mondani, CIO of the non-directional equity team in Lugano, explains what he does to navigate the turbulent waters of the financial markets.

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