Stéphane Dieudonné

Carmignac is an active manager which employs a long-term investment strategy. The firm invests predominantly in equity with no market-cap restrictions and favors sectors such as raw materials, energy and precious and non-precious metals. Investment themes include consumption in emerging regions, China, Brazil and South Korea. They also invest in US large-cap companies. Carmignac employs a flexible, top-down sector allocation process and emphasizes liquidity. Emerging markets account for a sizeable proportion of their portfolios.

Candriam France is an active, risk-aware manager which utilizes structured directional processes based on in-house fundamental research, proprietary models and their capacity to innovate, aiming to add value at each step of the investment process. The firm monitors, analyses and evaluates risk at each step of the investment process. Their investment strategy is based on small teams of key decision-makers. This results-driven strategy encourages brainstorming, information pooling and cross-fertilization of ideas.

OFI AM specializes in traditional/fundamental and alternative management strategies based on single- or multi-manager structures with a view to stable and continuous alpha generation. The firm actively manages benchmark-insensitive portfolios that invest in equity, fixed-income, real estate, private equity and alternative instruments across strategies, regions, sectors and market caps with the bulk of their investments in French and European securities. They rely on external partners for equity investments in the US, Japan, international and emerging markets as well as for Japanese convertible bonds and East European rates.

Provides brokerage services