Bertrand Casalis

Trusteam is an active, benchmark-insensitive manager that constructs portfolios invested in equity and fixed-income through equity funds, balanced funds, and private portfolios. As an equity investor, they focus on French and European small- to mid-cap companies, and as a fixed-income investor, they focus on European securities and holdings in US and Asian securities. Trusteam conducts top-down macroeconomic and bottom-up fundamental research, depending on portfolio strategies. When assessing investment opportunities, they consider both quantitative and qualitative factors and complete the research process with several company visits.

Cogefi is an active, growth-oriented manager which focuses on absolute performance over the medium-term, investing in global equity and debt across market caps and sectors, as well as in structured products. They focus on Europe with the bulk of their assets invested in large-cap French equity. They also invest in the US and Asia.