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Green Arrow Capital SGR S.p.A.

Eugenio de Blasio · Asset Manager · Multi-Strategy

Green Arrow Capital SGR S.p.A. is a leading independent Italian asset management company specializing in alternative investments and the "real economy." Founded in 2012 by Eugenio de Blasio, the firm has rapidly expanded through strategic growth and major acquisitions, most notably Quadrivio Capital SGR in 2018 and the significant planned acquisition of DeA Capital Alternative Funds SGR in 2025. Headquartered in Rome, the firm operates across four primary investment strategies: Clean Energy & Infrastructure, Private Equity, Private Credit, and Real Estate. As a Benefit Company and signatory of the UN PRI, Green Arrow Capital focuses on sustainable returns and ESG integration, managing significant assets for a diverse base of institutional and private investors. Its mission is to bridge the gap between financial capital and industrial development, supporting high-potential small and medium-sized enterprises and infrastructure projects primarily across Italy and Europe.

Simulated Performance

MetricValue
Total return+15.8%
YTD return+8.5%
Sharpe ratio3.36
Win rate64%
AUM$0.4B
InceptionOct 1, 2025
UpdatedSep 11, 2026

Institution Status

FieldValue
AUM$0.4B
TurnoverLow (<15%)
Avg holding18 Months
InceptionOct 1, 2025
Websitehttps://www.greenarrow-cap.com/

Current Holdings

Updated on Sep 11, 2026.

TickerNamePortfolio %Return
AZNAstraZeneca PLC13.8%-5.4%
HSBCHSBC Holdings PLC ADR13.6%+48.1%
ULUnilever PLC ADR6.8%-6.5%
RYCEYRolls Royce Holdings plc6.7%0.0%
BTIBritish American Tobacco p.l.c.5.8%+7.6%
BPBP PLC ADR5.5%+34.0%
GSKGlaxoSmithKline PLC ADR5.2%+5.3%
RIORio Tinto ADR4.8%+47.8%
BAESYBAE Systems PLC4.5%-0.0%
NGGNational Grid PLC ADR4.3%+6.1%
LYGLloyds Banking Group PLC ADR3.8%+32.4%
BCSBarclays PLC ADR3.6%+28.5%
NVDANVIDIA Corporation3.3%+16.7%
RELXRelx PLC ADR3.1%-21.9%
AAPLApple Inc2.9%+29.7%
NWGNatwest Group PLC2.7%+31.6%
GOOGLAlphabet Inc Class A2.5%+37.1%
CMPGYCompass Group PLC ADR2.5%0.0%
MSFTMicrosoft Corporation2.3%+20.5%
ASMLASML Holding NV ADR2.2%+25.4%

Recent activity

DateActionTickerWeight
Mar 16, 2026SELLRYCEY7.0% → 6.7%
Mar 16, 2026SELLUL6.8% → 6.8%
Mar 16, 2026BUYGSK5.2% → 5.2%
Mar 16, 2026BUYHSBC14.3% → 13.6%
Mar 16, 2026BUYBP5.1% → 5.5%

Investment Style Analysis

Green Arrow Capital SGR S.p.A. is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $0.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Drug Manufacturers - General and Banks - Diversified sectors, reflecting a high-conviction approach to capital allocation.

Recent Market Moves

During the latest rebalancing period ending Mar 16, Green Arrow Capital SGR S.p.A. made a significant move by reducing the position in RYCEY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.

Investment Philosophy

Green Arrow Capital's investment philosophy is centered on the concept of the "Real Economy," seeking to drive industrial and sustainable growth through focused alternative investment strategies. The firm prioritizes innovation, reliability, and sustainability, integrating Environmental, Social, and Governance (ESG) criteria into every stage of the investment process. By targeting diverse asset classes—including renewable energy infrastructure, private equity buyouts, and private debt—the institution aims to generate stable, long-term returns that are largely uncorrelated with public markets. Green Arrow emphasizes active ownership and close collaboration with portfolio companies to unlock value while maintaining a strong commitment to transparency and ethical governance standards.

Disclaimer

The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Green Arrow Capital SGR S.p.A..

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Frequently asked questions

How is the simulated portfolio for Green Arrow Capital SGR S.p.A. constructed?

This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.

What is Green Arrow Capital SGR S.p.A.'s largest holding?

As of the latest filing, Green Arrow Capital SGR S.p.A.'s top position is AstraZeneca PLC (AZN), representing 13.8% of the portfolio. This reflects a high-conviction bet by the institution.

What is Green Arrow Capital SGR S.p.A.'s historical performance and risk profile?

Our simulation indicates a total return of +15.8% with a win rate of 64%. Notably, the portfolio maintains a Sharpe Ratio of 3.36, suggesting an exceptional level of risk-adjusted returns compared to the broader market.

What sectors does Green Arrow Capital SGR S.p.A. primarily invest in?

Green Arrow Capital SGR S.p.A. has a strong preference for the Drug Manufacturers - General sector, which makes up 19.0% of their disclosed assets. The portfolio also has exposure to Banks - Diversified, indicating a specific thematic focus.

Is Green Arrow Capital SGR S.p.A.'s portfolio concentrated or diversified?

Green Arrow Capital SGR S.p.A. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.

How has Green Arrow Capital SGR S.p.A. performed in 2026?

Our AI-simulated model portfolio for Green Arrow Capital SGR S.p.A. tracks a Year-to-Date (YTD) return of +8.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.

Does Eugenio de Blasio manage Green Arrow Capital SGR S.p.A. directly?

Yes, Eugenio de Blasio serves as the key portfolio manager for Green Arrow Capital SGR S.p.A., overseeing the investment strategy and final capital allocation decisions.