Founded in 2014 in Geneva, DECALIA SA is a wealth management company that stands out for its commitment to wealth management, asset management and private markets, with solid experience in active management. With over CHF 5.2 billion under management and 70 employees, DECALIA is synonymous with dedication, innovation and teamwork.
As evidence of the company’s strong commitment, the fund managed by the company, DECALIA Global Incomehas received the prestigious 5-star rating from Morningstarin the Global Diversified Bond category. Recognition that rewards the fund’s solid performance over the last three years, confirming the Geneva company’s commitment to providing superior, risk-balanced returns.
The last three years have been marked by success, also recognized by the overcoming by DECALIA Global Income of the index Bloomberg Barclays Global Aggregate USD Unhedged of approximately 3.7% per year. Fabrizio QuirighettiChief Investment Officer and lead portfolio manager, commented: «Our team is thrilled to receive this recognition from Morningstar. The 5-star rating further confirms that our investment process can compete with that of much larger firms specializing in fixed income.” Also adding that: «In a market increasingly dominated by passive strategies, we are convinced that active management in fixed income is essential, as it allows us to find unique opportunities outside the reach of large passive funds».
DECALIA bases its investment strategy on a far-sighted financial vision. From 2022 the company predicted a “soft landing” of the economy, which would avoid a global recession and betting on a gradual lowering of rates by the Federal Reserve. Strategy proved to be a winning one.
For the future DECALIA maintains an optimistic but cautious attitude, predicting moderate growth and inflation under control. This allows the fund to continue to manage risks efficiently and prudently.
