Thierry Pauwels

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.

CPR AM is an active, quantitative-oriented manager which follows a flexible investment approach that draws on value, growth and arbitrage investment styles. They specialize in fixed-income funds and also manage diversified and equity products. The firm invests in money-market instruments, equity, diversified products and fixed income. Asset allocation focuses on countries and sectors, focusing on the French, mid-cap European and emerging European markets. CPR AM's investment approach for diversified products relies on flexible tactical asset allocation. They invest in credit spreads and inflation-linked bonds following market-neutral strategies based on top-down fundamental analysis. Their blue-chip equity investment approach is bottom-up and opportunistic, and does not follow a particular investment style. CPR AM's Research Department performs the stock allocation, selection, risk management, and investment solutions.