Global equity portfolio manager
Tommaso
Procopio
I manage a global equity fund. Here I will share how a professional investor reads markets: the process, the trade-offs and the questions worth asking — in plain English, for investors who want to think for themselves.
What you will find here
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01
Market notes
What is moving markets, and what it means for a long-term equity investor.
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02
Inside the process
How companies are researched, positions are sized and decisions are revisited in a real portfolio.
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03
Videos and live sessions
Talks, videos and in-person meetups — everything I publish, collected in one place.