Bernard Beauné

Functions as investment fund

EdRIM Gestion is an active manager which utilizes their parent company's fundamental values to construct diversified portfolios and create made-to-measure solutions, seeking situations where various types of corporate issues are undervalued. The firm's investment process combines asset allocation and fund manager picking to construct portfolios to optimize risk/reward ratios. They also offer a diversified fund of funds range (multiclass and multistyle) and a range of theme funds of funds with a special focus on credit bonds, emerging markets, energy and commodities and North American equities and funds eligible for authorized equity savings plans.

EDRAM is an active, long-term manager which focuses on consistency and follows a blend of opportunistic, growth and value investment styles. Their investment approach is value-oriented and conviction-based with limited attention paid to specific benchmarks. They select securities based on a bottom-up approach supported by in-house fundamental research. The firm manages portfolios invested in equity and convertible bonds as well as balanced funds. They invest the bulk of their assets in European equity complemented with Asian and emerging market equity as well as marginal investments in US and global stocks. Convertible bonds represent a minor proportion of their portfolio.