We are an independent global asset management firm embracing long-only and alternative investment strategies.

Historically we have focused on investments in the global financial sector, covering the capital structure of financial institutions across both equity and credit.  With respect to private strategies, we invest in non-performing loans predominantly secured by high-end, residential real estate assets in Italy.  More recently, we have expanded our expertise to global credit, offering a diversified and unconstrained strategy designed to perform well in a low rates environment.

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, Boston, Singapore, Tokyo, Milan and Luxembourg.

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.

Key Developments in the Algebris History

2018

We open an office in Tokyo, further intensifying our distribution efforts in Asia. We expand upon our macro expertise and launch a tail risk fund to help face extremely adverse market events.

2017

We open an office in Luxembourg. We pursue investments in Italian securities, launching a dedicated fund focused on small and middle sized companies.

2016

We continue to invest in talent, grow the team and approach global macro credit. Thus further broadening the suite of fund offerings, now covering credit, equity and private debt strategies in financials and beyond.

2015

We open an office in Milan, combining Anglo-Saxon investment discipline with local footprint.

2014

We pursue investments in Italian non-performing loans, focusing on secured loans backed by real estate assets, whilst adopting a strict, systematic “cherry picking” approach.

2013

We open offices in Boston and Singapore, increasing our international diversification.

2012

Algebris is recognised as a dominant player and guiding light in subordinated debt.

2011

We refocus the business in the light of the new market environment and launch the Algebris UCITS Funds Plc, responding to investors’ growing willingness to move to onshore, regulated fund structures.

2010

We host our first offsite, enabling investors to experience the company spirit first-hand and encouraging a frank, direct dialogue with our team.

2009

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.

2008

We continue to build a world-class investment team.

2007

The Algebris Global Financials Fund is short listed “Fund of the Year” at the EuroHedge Awards.

2006

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.