We are an independent global asset management firm embracing long-only and alternative investment strategies.
We began by investing in the global financial sector, covering the capital structure of financial institutions across both equity and credit. We have since broadened our expertise to global credit and Italian equity, offering a diversified and unconstrained strategy. With respect to private strategies, we invest in non-performing loans predominantly secured by high-end residential real estate assets in Italy.
Algebris maintains established relationships with a global base of institutional and private investors, encompassing insurance companies, pension funds, sovereign wealth funds, corporations, private banks and family offices.
Founded by CEO Davide Serra in 2006, Algebris maintains offices in London, Milan, Dublin, Luxembourg, Boston, Singapore, and Tokyo.
Algebris (UK) Limited is authorised and regulated by the Financial Conduct Authority and operates in Italy through its Milan branch. Algebris Investments (US) Inc is a SEC registered Investment Adviser. Algebris Investments (Asia) Pte. Ltd is a Licensed Fund Management Company with the MAS. Algebris Investments K.K.is licensed by Financial Services Agency. Algebris Investments S.à.r.l. is authorised and supervised by the CSSF.
Algebris builds an in-house special servicer (Algos) for the Algebris NPL business with offices in Milan and Rome.
Algebris opens its Tokyo office in order to focus distribution efforts in Japan.
Algebris opens its Luxembourg office and launches an Italian Mid-Cap Securities strategy.
Investment in talent continues across the Group – Algebris launches its global Macro Credit strategy further broadening its offerings from credit, equity and private debt.
Algebris opens its first office in Italy in Milan to expand its investment discipline with a local footprint.
Algebris launches its non-performing loan strategy focused on secured loans backed by real estate assets, whilst adopting a strict, strategic “cherry picking” approach.
Algebris opens offices in both Boston and Singapore increasing the firm’s international presence.
Algebris is recognised as a dominant player in subordinated debt.
Algebris launches the Algebris UCITS Funds Plc which is a pivotal moment in the firm’s history and the beginning of a new chapter and strategic move into regulated fund structures.
We host our first offsite, enabling investors to experience the company spirit first-hand and encouraging a frank, direct dialogue with our team.
We establish ourselves as pioneers in financial hybrids, providing bank buffers against potential future losses in the wake of the financial crisis. Algebris becomes an industry member of the World Economic Forum and Davide Serra is named as a Young Global Leader.
We continue to build a world-class investment team.
The Algebris Global Financials Fund is short listed “Fund of the Year” at the EuroHedge Awards.
Davide Serra, backed by Chris Hohn, launches Algebris Investments.
Davide, a former equity analyst from Morgan Stanley, specialising in banks and top-ranked in investors’ surveys, envisioned a firm built around his core expertise: global financials.
We are guided in everything we do by a set of values that define our identity and culture. They have been at the core of Algebris since its inception, over ten years ago. These enduring principles are the shared convictions that we constantly bring to our conduct and a key strength of our business.
We are committed to operating and investing responsively and intelligently. Professionalism and tenacity are what drives us to always be better.
We live by trust and have a clear understanding that it is something we must earn every day.
We invest alongside our investors, so our capital and more importantly our reputation is aligned.
We foster an environment that encourages creativity and rewards self-initiative.
We feel lucky to be working together. We believe the best results stem from sharing of knowledge, experience and communal efforts.
We promote an open and inclusive culture globally. What our people bring to our business inspires us. We know that this culture sets us apart and makes us stronger.
Our commitment is multifaceted:
we support communities in Central Tanzania thanks to our charity Hakuna Matata;
we are actively committed to carbon neutrality and have put into action our carbon off-setting project;
we strongly believe in valuing talent by working on educational training programmes for the future generation leaders.