Giovanni believes that markets, like life, are not governed by certain outcomes. Rather than economic and investment theories, he applies rhetorical logic rules in his manager selection and investments. Giovanni is widely recognized among investment professionals for demanding high returns and for his unique investment philosophy that challenges conventional wisdom.
Giovanni’s contrarian investment philosophy has been proven to be right for these confusing times, since today’s markets generally react in contrarian ways to fundamental economic events. For example, contrary to “traditional” market principles, U.S. markets went down in reaction to news of historically low oil prices and rose with increasing government spending. These counter-intuitive market shifts call for a re-evaluation of many fundamentally held beliefs regarding wealth preservation.