DECALIA launches Aegis Defense, the UCITS version of its global equity strategy dedicated to the defense sector since 2024
DECALIA announces the launch of DECALIA Aegis Defense, an actively managed global equity UCITS fund providing investors with targeted exposure to one of the decade’s most powerful structural investment themes: defense as a core pillar of security.
Developed and managed within DECALIA’s Asset Management platform, the Aegis Defense strategy builds on the firm’s long-standing expertise in active equity management and its proven ability to design innovative investment strategies.
In an environment shaped by a lasting reshaping of geopolitical balances and accelerating technological innovation, the defense sector is undergoing profound transformation. The modernisation of military capabilities, the integration of advanced technologies and evolving security doctrines are creating a distinct investment universe characterised by greater visibility into long-term needs.
DECALIA Aegis Defense adopts a global, pure-play equity approach, investing in a concentrated portfolio of 30 to 40 companies directly exposed to defense and security dynamics. The strategy relies on global stock picking and active management, based on in-depth fundamental analysis, and deliberately limits exposure to segments not directly linked to defense, such as civil aviation or civilian cybersecurity.
DECALIA positions Aegis Defense as one of the leading active global defense strategies offering investors differentiated access through high-conviction selection rather than index replication. This approach has translated into a significant outperformance over the past two years, both versus major equity indices and against comparable strategies, highlighting the value of active management in a highly specialised and rapidly evolving sector.
The strategy is led by Roberto Magnatantini, Lead Portfolio Manager, who brings more than 20 years of expertise in defense investments. A former officer in the Swiss Armed Forces, he combines operational understanding with financial expertise, supported by DECALIA’s broader investment team and in-house analysts. The management of Aegis Defense is firmly rooted in a collective investment process, reflecting DECALIA’s philosophy that long-term performance is the result of rigorous teamwork.
Manager’s comment
Roberto Magnatantini, Lead Portfolio Manager of the fund, said:
“Defense has become a structural investment theme driven by enduring security needs and profound technological change. Our active, high-conviction approach aims to identify both established leaders and innovative new entrants best positioned to create sustainable long-term value.”
Fund structure and availability
DECALIA Aegis Defense is a UCITS equity fund managed by DECALIA SA, offering daily liquidity and available in several share classes. Additional information on the fund’s features, share classes, registration countries and subscription terms is available at www.decalia.com.
About DECALIA SA
Founded in Geneva in 2014, DECALIA is an independent firm specialising in private and institutional portfolio management, as well as private markets. With more than 70 employees and nearly CHF 6 billion in assets under management, DECALIA relies on recognised expertise in active management and a disciplined approach focused on risk-adjusted performance. At DECALIA, we invest alongside you: each solution is built on convictions and full alignment of
interests, combining an entrepreneurial spirit with institutional rigour. Fully owned by its partners, DECALIA is regulated by FINMA, Consob and the Bank of Italy, and has offices in
Geneva, Zurich and Milan.
Legal information
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Further information: Daphné Smits, Communication – dsm@decalia.com