
What smart money is saying about Ferrari N.V.
2 funds in our archive have pitched Ferrari N.V. — most recently Royal London Global Equity Diversified Fund in December 2025.
SergeFerrari Group SA designs, manufactures, and distributes flexible composite materials in France and internationally. The company offers solutions for indoor and outdoor blind, and terrace blind and awning; tensile roof, shading structure, and big top; indoor and outdoor acoustic treatment; bioclimatic facade; building construction and renovation; and waterproof breathable membrane applications. It also provides products and solutions for modular structure, visual communication for printed advertisement, protection and environment, and yachting applications. In addition, the company offers sling seats for outdoor and contract furniture and upholstery for indoor and outdoor furniture. Further, it provides antiviral technology on surfaces dedicated for indoor applications. The company was founded in 1973 and is headquartered in Saint-Jean-de-Soudain, France.
Fund coverage · 2 theses
- Royal London Global Equity Diversified FundDecember 2025
Ferrari N.V. is a high-quality compounder with durable brand-driven moats, pricing power, and attractive long-term prospects after a de-rating.
Read the full thesis - Sands Capital Global LeadersDecember 2025
Ferrari is a luxury performance car maker balancing electrification with brand strength and pricing power while delivering profitable growth.
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