Alain Krief

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.

BNPP AM Europe aims to generate long-term sustainable returns for their clients, based on a sustainability-driven approach. Their approach combines a deep understanding of market dynamics and fundamentals (at the security, sector and theme level), which allows the firm to take strong positions and allocate capital dynamically over varied time horizons.

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.