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Portfolio Division

Welcome to our portfolio division, where we believe in the power of value investing and a focused approach. We are not your typical asset managers who chase the latest trends or diversify across hundreds of stocks. Instead, we carefully select a handful of high-quality companies that trade at a discount to their intrinsic value and hold them for the long term. We think of ourselves as part-owners of these businesses, not just traders of their shares. Our goal is to deliver superior returns for our clients while minimizing risk and volatility. If you share our vision and philosophy, we invite you to explore our portfolio and learn more about how we invest.

Our Project

To demonstrate our strategy and track record, we have created a model portfolio that starts with 100,000 euros in cash. We will gradually invest this amount into our best ideas, based on our rigorous research and analysis. We will also keep you updated on our new additions, the performance of our holdings, and the development of our investment thesis. You can follow our progress on this website, where we will post regular updates and insights. We hope you will enjoy this journey with us and learn more about the art and science of value investing.

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Simple and straightforward approach

One of the key principles of our portfolio division is that we only invest in the best of the best. That means if we already own a stock that we think is a great investment, we will not buy another one unless we are convinced that it offers the same or even higher returns. How do we make such a judgment? By understanding the business inside and out, as if we were the CEOs. That’s why our reports are not just full of numbers and ratios, but also stories and insights. We want to explain to you, in simple and clear terms, what makes each company so special and valuable. Whether you are a seasoned investor or a curious beginner, we hope you will be able to appreciate the logic and the beauty of our investment decisions.

Our Reports and Products

1

Long and detailed reports:

When we add a new stock to our portfolio, we will provide you with a comprehensive analysis of the business, its financials, its competitive advantages, its valuation, and its growth prospects. These reports will be the ultimate source of information for anyone who wants to dive deep into the company and its industry.

2

Shorter and more accessible versions:

If you don’t have the time or the interest to read the full reports, we will also offer you a condensed version that will highlight the main points and arguments. These versions will be ideal for those who want to get a quick overview of the company and its potential.

3

One-page summary cards:

For the busy and the curious, we will also create a one-page summary card for each stock in our portfolio. This card will contain a list of key strengths, weaknesses, risks, opportunities, and catalysts, all in just a few lines. You can use this card as a handy reference or a conversation starter.

4

Periodic updates:

We will not leave you in the dark once we buy a stock. We will keep you informed of any relevant news or developments that affect the company or its industry. We will also share our views on how these events impact our investment thesis and valuation.

5

Value investing legends:

We are not the first or the only ones who practice value investing. There is a rich history and tradition of successful investors who have applied this philosophy and achieved remarkable results. We will study their stories and their investments and extract valuable lessons and insights for our own portfolio. We will also share these findings with you in the form of articles and posts, each time focusing on different aspects of value investing. You will be able to learn from the best of all time and improve your own skills and knowledge.

Feedback and Collaboration

We hope you have enjoyed this introduction to our portfolio division and our value investing approach. We are very excited to share this journey with you and to help you achieve your financial goals. We also welcome your feedback and suggestions on how we can improve our products and services. If you have any ideas or comments, please write to us at our email address bsvi.portfolio@gmail.com. We would love to hear from you and to consider your investment proposals. If you have a stock that you think is a great value opportunity, let us know and we will work with you to add it to our watchlist. We are very young, and this is just an experimental project, but we hope it will be a growth process both for us and for you. Thank you for your attention and support. We look forward to hearing from you soon. Goodbye!

This is just an introduction to what the Division does and how it operates, you can find more practical examples here!

Portfolio - Investment Policy Statement

Authors: Andrea Barra

Meet the Leaders of the Division

Meet the Leaders of the Sector and Strategy Division at Bocconi Students for Value Investing. Feel free to reach out with questions or to gain deeper insights into what our division encompasses!

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Andrea Barra

Head of the Division

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Edoardo Meloni

Supervisor of the Division

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