Damien Vermonet

MIG specializes in fixed income relative value and credit strategies which focus primarily on interest rate and liquid credit markets. The firm manages investments across a variety of single-strategy hedge funds, multi-strategy hedge funds, funds-of-hedge funds and other alternative vehicles.

LBP AM is a multi-specialist conviction manager in France and in Europe that manages listed assets and real and private assets.

Ellipsis AM focuses its expertise on value-added asset classes through two specialized management divisions. (1) The Convertibles & Credit division, which houses their historical and confirmed management expertise. It primarily offers active management of convictions, based on demanding discretionary selection processes. The team therefore favors a strict bottom-up approach in fundamental, financial and ESG analysis. (2) the Overlay & Customized Portfolio Solutions division has developed specific know-how for equity portfolio hedging solutions and risk allocation. This expertise in options equity overlay favors a top-down approach, with a priority on quantitative processes enriched with a discretionary approach.

LFDE employs an active conviction-based management and manages a range of funds primarily invested in equities, corporate bonds and convertible bonds. The firm aims to create sustainable value and capture performance regardless of market configurations. Their management approach, based on an in-depth knowledge of companies, allows them to overcome market movements.

SIMSAG is an active, long-term, value-oriented manager which utilizes top-down and bottom-up approaches to invest through their funds in equities, fixed-income and alternative investments. They also offer clients the opportunity to invest in multi-asset and multi-manager solutions. The firm's multi-asset team invests in equities across market caps and in a range of fixed-income investments including corporate, government, convertible and emerging market bonds. They also invest through their alternative funds in real estate, fund of hedge funds, currencies and structured products.

Acropole AM is an active manager which offers a broad range of convertible bond products, from long only to alternative strategies. They manage portfolios with flexibility and precision, employing a global top-down and bottom-up investment process in terms of geographical and sector allocation. The firm concentrates on finding 'balanced convertibles' with an average delta near 50% aiming to exploit their convex characteristics and excellent risk/return profile.