Kevin Thozet

Portfolio Advisor, Member of the Investment Committee

17 years’ experience | Joined Carmignac in 2019

Biography

Kevin Thozet is a Member of the Investment Committee. Kevin joined Carmignac in 2019. After starting his career at Axa Investment Managers, he joined Edmond de Rothschild Asset Management in 2011 where he was notably Product Specialist covering Asset Allocation & Sovereign debt portfolios and then Head of Product Specialists. Kevin holds a Master’s degree in management from Paris Dauphine University as well as Master’s degree in bilingual journalism from the Paris Sorbonne University.

Funds

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An unusual disconnect

How can one reconcile expectations of a sharp rise in corporate profits with sluggish economic growth and a disinflationary environment?

An unusual disconnect

How can one reconcile expectations of a sharp rise in corporate profits with sluggish economic growth and a disinflationary environment?

Deep dive into credit markets

After the strong performance of credit markets over the last year, where do we stand today?

Deep dive into credit markets

After the strong performance of credit markets over the last year, where do we stand today?

Carmignac - H2 2024 Outlook

Raphael Gallardo sets out our economic perspectives for H2 and Kevin Thozet describes our investment strategy in this environment.

Carmignac - H2 2024 Outlook

Raphael Gallardo sets out our economic perspectives for H2 and Kevin Thozet describes our investment strategy in this environment.

All deficits aren’t equal

If we compare three distinct countries, we can observe that the deficits of India, the United States and France, while close in magnitude, are very different.

All deficits aren’t equal

If we compare three distinct countries, we can observe that the deficits of India, the United States and France, while close in magnitude, are very different.