Matteo di Tomassi

Pictet AM is an active, long-term, organic growth-oriented manager with a strong focus on valuation across equity, credit, sovereign debt and currencies. The firm employs a variety of investment styles, allowing their teams to implement the best approach for their respective asset classes. Pictet AM’s investment resources are focused on three distinctive capabilities: (1) Greater Europe invest across European the corporate capital structure; (2) Emerging World which has grown with the market, starting with equities and hard currency debt, then adding local currency debt and more recently Asia specific and corporate debt strategies; (3) Global Specialties offer a range of investment strategies that capture long-term trends or aim to benefit from structural changes across sectors and regions. The firm’s beta agnostic thematic equity, multi-asset and absolute return fixed income products lie at the heart of these strategies. Their goal is to provide long-term return potential with diversified risk.

Functions as a College/University

PPT is an active manager which seeks to identify companies which have the potential to create shareholder value over the medium and long-term. Their geographic focus is on Europe. ^ For equity investments, the firm utilizes a bottom-up analysis to target the most attractive European companies with a market capitalization of over EUR 3 billion, identifying candidates by evaluating return on equity, track record, future earnings and debt level. They then perform fundamental analysis, evaluating return on invested capital, ratio of debt to free cash flow and future earnings and dividend prospects. They analyze competitive advantage based on the Michael Porter model (competition, potential new entrants, customers, suppliers and any substitution products) and construct portfolios with stocks which have the potential to significantly outperform the market, diversifying to limit sector risk.^ For mutual funds, PPT seeks out managers which have a consistent, original (differentiated) and stable long-term approach with a track record of outperforming in different market cycles. Although their approach has a quantitative aspect, they favor qualitative analysis in their selection process.

Functions as a College/University

Anima employs a bottom-up approach and emphasizes stock picking and asset allocation. Decisions are informed by outsourced research which combines macroeconomic, quantitative, fundamental and technical analysis and includes company valuation, management assessment, company visits and market sentiment analysis. The firm invests globally on a medium- to long-term basis and targets out-of-favor companies undervalued by the market. They manage broadly diversified portfolios with low turnover and focus on blue-chip stocks as well as on markets and sectors that have underperformed over recent years.