Investment strategy

Merito SGR positions itself as a wholly independent operator, focused exclusively on the Private Debt asset class. Its goal is to ensure the appropriate risk-return ratio for each managed investment fund, while respecting the industrial and financial needs of entrepreneurs and adhering to principles of inclusion and comprehensive environmental and social sustainability.

Merito SGR offers tailored financing solutions for SMEs, providing a wide range of debt instruments that cover the entire capital structure, including equity. Additionally, Merito SGR ensures proper asset allocation and diversification in terms of product, industry, and strategies.

MERITO’S INVESTMENT PHILOSOPHY IS BASED ON FOUR PILLARS:

ANALYSIS

Dual analysis methodology based on fundamentals and creditworthiness, with an industrial and financial ‘Private Equity style’ approach.

SUSTAINABILITY

Assessment of the economic, environmental and social impact of the management company activities, with a proprietary and revised factual approach.

LONG-TERM SUPPORT

Long-term orientation to support organic and external growth processes, as well as the refinancing needs of, Italian companies, creating lasting partnerships with the industrial fabric.

MONITORING

Focus on transactions proper structuring, including contractual arrangements, to ensure continuous monitoring of the objectives set forth for each fund, and, at the same time, to guarantee support and flexibility to investees.