Investment Manager

Carlo Napolitano

I'm an investment manager at Sofina, focused on growth opportunities in consumer, digital platforms, and technology. I bring a blend of operator experience and deal execution, having worked across Europe and the US with €500M+ in cumulative deal exposure.

Carlo Napolitano

Latest Writing

The End of the CAC Arbitrage
Perspective

The End of the CAC Arbitrage (?)

The CAC arbitrage that built the last generation of consumer brands is ending.

Read
AI and Food Retail
Perspective

AI Will Reshape the Economy, but Food Retail Remains One of the Steadiest Sources of Returns

AI has become the dominant investment narrative, but food retail continues to offer stable, resilient returns.

Read
All posts

About

Italian investor with a soft spot for dark humor and pretentious art

More about meGet in touch