
![[Header] [About us] [Reputation] Strategic Investment Committee [Header] [About us] [Reputation] Strategic Investment Committee](/uploads/article/0001/08/c201f64032eb16684ace3425025ae2ee07593194.jpeg)
With over 30 years of investing across all asset classes, we also benefit from the collective experience and insight of a team with multiple nationalities and backgrounds
-
The Strategic Investment Committee meets every week and its main mission is to produce robust market convictions, based on the micro and macro-economic research produced by our analysts, for all asset classes. Every fund manager remains fully accountable and autonomous for the decision-making and the management of his or her funds but benefits from the committee to strengthen the top-down components of their investment strategies.
-
Edouard CARMIGNAC Chairman and CIO 46 years’ experience Joined Carmignac in 1989
-
Frédéric LEROUX Head of Cross Asset, Fund Manager 31 years’ experience Joined Carmignac in 2003
-
Rose OUAHBA Head of Fixed Income, Fund Manager 25 years’ experience Joined Carmignac in 2007
-
Didier SAINT-GEORGES Head of Portfolio Advisors, Managing Director and Member of the Strategic Investment Committee 33 years’ experience Joined Carmignac in 2007
-
David OLDER Head of Equities, Fund Manager 22 years’ experience Joined Carmignac in 2015
-
-
Led by David Older, the Equity team consists of experts in European, Emerging Market and Global equities. They are supported by sector specialists with longstanding and wide expertise in their sector, enriching the investment process through their own personal knowledge and conviction as well as an entrepreneurial mindset geared towards today’s fast-paced, technology-driven change. The strength of the team lies in their ability to capitalize on global secular trends through a stock specific, bottom-up approach.
-
David OLDER Head of Equities, Fund Manager 22 years’ experience Joined Carmignac in 2015
-
Huseyin YASAR Deputy Head of Equities, Fund Manager 12 years’ experience Joined Carmignac in 2014
-
Emmanuel NIOGRET Fund Manager 21 years’ experience Joined Carmignac in 2019
-
Raja SIDDIQUE Analyst 6 years’ experience Joined Carmignac in 2020
-
-
-
Mark DENHAM Head of European Equities, Fund Manager 30 years’ experience Joined Carmignac in 2016
-
Malte HEININGER Fund Manager 14 years’ experience Joined Carmignac in 2014
-
Juhana KAIKKONEN Analyst 7 years’ experience Joined Carmignac in 2017
-
Seyi OSOBA Analyst 5 years’ experience Joined Carmignac in 2018
-
Jochen HEIDRICH Analyst 7 years’ experience Joined Carmignac in 2020
-
-
-
Xavier HOVASSE Head of Emerging Equities, Fund Manager 21 years’ experience Joined Carmignac in 2008
-
Haiyan LI-LABBÉ Fund Manager 19 years’ experience Joined Carmignac in 2011
-
Amol GOGATE Analyst 16 years’ experience Joined Carmignac in 2019
-
-
-
Michel WISKIRSKI Fund Manager 14 years’ experience Joined Carmignac in 2014
-
-
-
Antoine COLONNA Analyst, Consumer 28 years’ experience Joined Carmignac in 2010
-
Chrystelle EID Analyst, Consumer 6 years’ experience Joined Carmignac in 2019
-
Matthew WILLIAMS Analyst, Financials 26 years’ experience Joined Carmignac in 2009
-
Ayowande MCCUNN Analyst, Financials 4 years’ experience Joined Carmignac in 2018
-
Abhijith ESWARAPPA Analyst, Healthcare 10 years’ experience Joined Carmignac in 2018
-
Pau GUZMAN ALCON Analyst 5 years’ experience Joined Carmignac in 2016
-
Nicholas HANCOCK Analyst, Technology, Media and Telecoms 4 years’ experience Joined Carmignac in 2020
-
-
Led by Rose Ouahba, the Fixed-Income team consists of experts in rates and credit across Developed and Emerging Markets. The team can express their views in a flexible and yet risk-controlled manner to capture potentially rewarding country and company-specific opportunities – an unconstrained approach, common within all of our fixed income strategies. This approach also allows the team to effectively navigate the cyclical nature of the asset class.
-
Rose OUAHBA Head of Fixed Income, Fund Manager 25 years’ experience Joined Carmignac in 2007
-
-
-
Charles ZERAH Fund Manager 25 years’ experience Joined Carmignac in 2010
-
Guillaume RIGEADE Fund Manager 21 years’ experience Joined Carmignac in 2019
-
Eliezer BEN ZIMRA Fund Manager 12 years’ experience Joined Carmignac in 2019
-
-
-
Michael MICHAELIDES Analyst 11 years’ experience Joined Carmignac in 2019
-
-
-
Keith NEY Fund Manager 21 years’ experience Joined Carmignac in 2005
-
Marie-Anne ALLIER Fund Manager 31 years’ experience Joined Carmignac in 2019
-
Aymeric GUEDY Analyst 7 years’ experience Joined Carmignac in 2013
-
-
-
Joseph MOUAWAD Fund Manager 15 years’ experience Joined Carmignac in 2015
-
-
-
Pierre VERLÉ Head of Credit, Fund Manager 16 years’ experience Joined Carmignac in 2013
-
Alexandre DENEUVILLE Fund Manager 13 years’ experience Joined Carmignac in 2015
-
Florian VIROS Fund Manager 14 years’ experience Joined Carmignac in 2015
Funds
-
-
-
Julien CHÉRON Analyst 18 years’ experience Joined Carmignac in 2009
-
James BLANNING Analyst 6 years’ experience Joined Carmignac in 2017
-
-
Led by Frédéric Leroux, members of the cross-asset team are experts in macroeconomics, sector rotation, and technical and quantitative analyses. They are focused on optimizing firm-wide decision making by supporting Carmignac Fund managers through proprietary research that may either reinforce or challenge their investment ideas. This in turn provides a fertile ground for idea generation and debate - the cornerstone of Carmignac approach.
-
Frédéric LEROUX Head of Cross Asset, Fund Manager 31 years’ experience Joined Carmignac in 2003
-
Obe EJIKEME Fund Manager, Analyst 17 years’ experience Joined Carmignac in 2014
-
Raphaël GALLARDO Chief Economist 23 years’ experience Joined Carmignac in 2018
-
-
Led by Benoit Nansot, Investment Solution team members are experts in creating and managing tailor-made, one-stop shop solutions for our investors and distribution partners. The team acts as a central contact point between all Carmignac’s investment teams and clients. They engage with each client to understand and address their specific needs and provide creative solutions, capitalizing on Carmignac’s investment management skills as well as robust operational and regulatory controls.
-
Benoît NANSOT Head of Investment Solutions, Investment Solutions Engineer 20 years’ experience Joined Carmignac in 2017
-
Pierre-Edouard BONENFANT Fund Manager 9 years’ experience Joined Carmignac in 2013
-
Jean-Marc VIGUIE Portfolio Manager 21 years’ experience Joined Carmignac in 2019
-
Yassine BASRAOUI Fund Manager 13 years’ experience Joined Carmignac in 2013
-
Guillaume DAL BELLO Solutions Portfolio Manager 9 years’ experience Joined Carmignac in 2019
-
Nicolas PIERRE Analyst 7 years’ experience Joined Carmignac in 2013
-
François POYDENOT DE PONTONX Investment Solutions Manager 20 years’ experience Joined Carmignac in 2008
-
-
Led by Didier Saint-Georges, the Portfolio Advisors team participates in the Investment Committee as generalists with very strong experience in markets across all asset classes. They aim to contribute to the investment thinking primarily by providing insight into transversal market behaviours, and by acting as a sounding board for investment ideas submitted by specialists. As they do not directly manage funds, they are more available than portfolio managers to share externally relevant information about the investment strategies implemented in our funds.
-
Didier SAINT-GEORGES Head of Portfolio Advisors, Managing Director and Member of the Strategic Investment Committee 33 years’ experience Joined Carmignac in 2007
-
Gergely MAJOROS Member of the Investment Committee 20 years’ experience Joined Carmignac in 2016
-
Kevin THOZET Portfolio Advisor 13 years’ experience Joined Carmignac in 2019
-
-
Led by Sandra Crowl, the Responsible Investment team members offer expertise in implementing sustainability policies and procedures at a company level. They provide strategic direction and advice to the investment team with regards ESG research and stewardship, they represent the company’s work on public policy.
-
Sandra CROWL Stewardship Director 29 years’ experience Joined Carmignac in 2007
-
Justin KEW ESG Analyst 13 years’ experience Joined Carmignac in 2019
-