Valérie Lefebvre

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.

DNCA Finance is an active investor that employs conviction-based management across asset classes, management styles (Value, Blend and Growth) and geographical regions. The investment approach they use is bottom-up and is based on fundamental research. The firm invests in European equity which seeks to invest in undervalued companies that are shareholder conscious and have quality management, sound financials, a strong market position, positive momentum and upside potential. Portfolio managers jointly approve investment decisions.

Ostrum AM nurtures their convictions through in-depth proprietary research and a rigorous risk analysis at each stage of the management process to achieve and deliver the best investment result. The firm employs fundamental top-down and bottom-up approach to stock selection.

NIM International is an active, growth-oriented, research-based manager which integrates top-down asset allocation with a bottom-up approach of sector weightings and stock selection. They define themselves as a global balanced manager with a strong focus on Europe and invest across asset classes. The firm has expertise in European equities, fixed-income global emerging equities and responsible investments.