Ermenegildo Zegna: Stay Buy Rated As The Setup Has Gotten Better

Core Viewpoint - The investment outlook for Ermenegildo Zegna (NYSE: ZGN) remains positive, with expectations of a 10% compound annual growth rate (CAGR) in sales despite recent short-term weaknesses [1] Group 1: Investment Strategy - The investment approach focuses on long-term growth while also considering short-term opportunities to uncover alpha [1] - Emphasis is placed on bottom-up analysis to assess the fundamental strengths and weaknesses of individual companies [1] - The investment duration is categorized as medium to long-term, targeting companies with solid fundamentals and sustainable competitive advantages [1]