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At Generali Investments, fund assets are managed by our team of asset managers who have received numerous Slovenian and international awards for fund performance and returns. Our managers are consistently ranked among the 10 best Slovenian fund managers according to Moje finance magazine.
The Best Slovenian Fund Manager title went to:
David Zorman in 2011
Primož Cencelj in 2014, 2016 and 2018
Aleš Lokar in 2017 and 2024
Luka Flere in 2019
Professional approach and long-standing experience
With their professional attitude, long-standing experience in both domestic and regional capital markets as well as international relations, the Generali Investments Asset Management team provides investors with excellent investment fund and financial asset management. This is reflected in the many Slovenian and international recognitions and awards we have earned. In Slovenia, Moje finance magazine has regularly rated many of our funds with 5 stars and the Best Mutual Fund title. At the end of 2015, the independent international agency Morningstar began to rate our funds with stars, thus recognising their successful management.
An experienced and highly professional team of portfolio managers
Our team of portfolio managers monitor and analyse developments in equity and capital markets, and invest in securities delivering optimal returns with the lowest possible risk. The team consists of nine asset managers, three of whom are CFA holders whilst the others are in the process of obtaining this credential. Fund management at Generali Investments always entails teamwork, with each team consisting of a team leader and several portfolio managers.
Winner of five stars for management performance, and the best mutual fund title
In Slovenia, Moje finance magazine has regularly rated many of our funds with five stars and the Best Mutual Fund title. At the end of 2015, the independent international agency Morningstar began to rate our funds with stars, thus recognising their successful management.
Sašo Šmigić,
Member of the Board
Sašo Šmigić graduated from the Faculty of Economics in Ljubljana. He worked as an asset manager at the KD BPD stockbroking company from 2006 and at Generali Investments (previously KD Funds) from March 2008. In 2013, he was appointed Senior Portfolio Manager – Head of Research at Generali Investments. He is charged with managing Generali Raw Materials and Energy, a sector fund, and the funds focusing on emerging markets, Generali New Markets, Generali India – China and Generali Latin America. In September 2023, he began a four-year term as Member of the Board of Generali Investments.
Aleš Lokar,
Director of Asset Management
Aleš Lokar has more than 10 years’ experience in finance. He worked as an analyst, asset manager and stockbroker for the BPH and PM&A stockbroking companies. From 2005 he was employed as an asset manager in the KD BPD stockbroking company. Since March 2008 he was a Senior Portfolio Manager at Generali Investments and from 2021 he is employed as a Head of Equities. He is responsible for managing our two oldest and biggest funds, Generali Galileo and Generali Rastko Europe, as well as Generali Global, which transformed from an investment company. According to the selection of the Moje finance magazine Aleš Lokar was awarded for being the best Slovenian fund manager in 2017 and 2024.
David Zorman,
Deputy Director of Asset Management
David Zorman graduated from the Faculty of Economics in 2008. He delved into the area of asset management already as a student by joining the KD BPD stockbroking company as a financial analyst in 2005. He joined Generali Investments (previously KD Funds) in January 2008, where he manages Generali First Selection, a global fund of funds, Generali America and the Generali Technology and Generali Vitality sector funds. According to the selection of the Moje finance magazine David Zorman was awarded for being the best Slovenian fund manager in 2011.
Beti Bacetič Kern,
Portfolio Manager
Beti Bacetič Kern’s career started in 1992 at the PM&A stockbroking company where she worked as a stockbroker until 2006. She then joined the KD BPD brokerage company as an asset manager. In 2008 she joined Generali Investments (previously KD Funds) where she currently works as a Portfolio Manager and the Head of Cooperation with Stockbroking Companies. Her work experience is regularly upgraded through participation in various innovative projects.
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