Muriel Blanchier

Oddo BHF AM is an active, long-term manager that offers a unique range of effective investment solutions on all main asset classes: European equities, corporate bonds (investment grade and high yield), convertible bonds and asset allocation solutions. The firm invests globally in a variety of asset classes including equity, fixed-income, convertible bonds, money market instruments, alternative assets and private equity. They have special expertise in mid-caps, theme investing, and quantitative equity management and manage a range of strategies including money market, hedge, balanced, active asset allocation, structured products and multimanager. Oddo BHF AM follows a bottom-up approach based on in-house fundamental research to select stocks and exploit market inefficiencies. Their equity and fixed-income teams operate in close relationship, using a combination of quantitative and fundamental analysis.

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.

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.

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