Marie de Mestier

CM-AM manages a range of portfolios invested across asset classes, strategies, regions and sectors. They have expertise in active and passive management, quantitative investing, absolute performance strategies, capital guarantee products, SRI and ethical investments and multimanager products. The firm uses proprietary research and specializes in multi-dimensional asset allocation which they implement with large-, mid-, small- and micro-cap strategies. Their investment process follows a top-down approach. CM-AM’s research focuses on identifying and analyzing macro-economic themes and their potential impact on international, national and regional economies.

ITAM is an active, growth-oriented investor and manages concentrated portfolios invested across regions and market caps in equity and equity funds from the information technology and biotechnology industries. The firm engages in bottom-up stockpicking and conducts in-house research independently from buy-side firms and brokerages. Their investment process begins with a sector-specific screening process to identify investment opportunities using proprietary quantitative models designed to determine the fair value of targeted stocks. They then conduct fundamental analysis with emphasis on factors such as management quality, technology differentiation, business model, financials as well as sales and marketing abilities. Finally they visit potential investees before making investment decisions. ITAM uses benchmarks such as the MSCI IT index as references, without however replicating them or even using them to build portfolios

NOAM engages in both active and passive investing and manages a wide range of funds across assets classes, regions, sectors and strategies. They manage three main types of funds: pure funds, which focus on a specific asset class or geographic region and use local market indices as performance benchmarks, diversified funds based on a global asset management model, and structured funds, whose objectives are predetermined by clients. Their individual portfolio managers, who specialize in particular geographical areas such as the U.S., Europe, or Asia are responsible for security selection; however, they are assisted by the geographically located analysts of ABN AMRO's global network. Strategic asset allocation is the result of the anticipation by portfolio managers of markets evolutions together with the recommendations of the firm's investment committee. The firm uses indices and quantitative research to position investments and to measure and set targets for initial and on going investments.

FOURPOINTS is an active, conviction-based manager which seeks to identify and invest in quality growth companies at attractive valuations free from index or geographical constraints. The portfolios of the management under mandate are built in open architecture and are based both on the expertise of the largest international managers and on those of managers specialized in themes or alternative management. The managed management team builds portfolios and optimizes their composition to meet client's risk profile objectives and adapt to the market environment. The management of FOURPOINTS funds is based on integrated analysis and research. Their fundamental approach and management processes are illustrated by non-benchmarked conviction portfolios for their entire range.