Our values
Our values

Merito was established with the aim of leveraging the expertise gained by its professionals, putting it to the service of the main-street economy, the Italian entrepreneurial fabric and its investors, in an increasingly challenging industrial and financial environment.

Our values

The company’s values are captured in its very name: Merito pursues its activities using “good judgement” and merit-based criteria – in various respects – in its investment choices, including ethical evaluation parameters.

Industrial Approach

Long-term orientation with an industrial approach that allows for rigorous and continuous oversight by the Team in fund management, ensuring alignment between the size of the funds and focus on small and medium-sized enterprises (SMEs).

Merit

Use of “good judgement” and merit-based criteria – across various dimensions – in investment decisions, using non-standardised evaluation parameters.

Transparency

Honesty and transparency in dealing with all stakeholders, primarily investors, ensuring that the company main asset – its reputation – is always preserved.

Independence

Maintenance of independence and decision-making autonomy, both in investment activities and in the company growth path.

Entrepreneurship

Entrepreneurial culture at all levels of the organisational structure, so that each SGR team member is not just part of a process but can contribute ideas and added value.

Sustainability

– Factual and revised approach
– Team alignment (carried interest linked to ESG KPIs).
– Assessment of economic, environmental and social impact of SGR activity.
– Adoption of Sustainability and Responsible Investment Policies.
– Identification of ESG objectives both for the management company and its managed funds.