Data and Key Numbers
The Investment Team
Our investment team is directed by Béatrice Philippe and Michel Raud, the firm’s Co-CIOs. They both have a long experience in global equity management.
In addition to Béatrice Philippe and Michel Raud, Portfolio Managers are Laurent Halmos, Howard Chin and Eric Fourrier.
They are supported by Julien Chehowah and Finian O’Shea (analysts).
Analysts or not specialised by sector or geographical areas.
The Philippe Group is composed of 21 individuals (including 7 Investment professionals), 6 based in New York and 15 in Paris.
The firm also leverages from the expertise of:
- SeaBridge Investment Advisors for global flexible asset allocation and US Equity portfolio management
- Yoshihito Takubo for Japanese Equity portfolio management
Assets and clients
At December the 3st 2010, the firm’s assets under management reached more than 700 million €:
| Global equities |
|
150 |
| Eurozone equities |
|
150 |
| Japanese equities |
|
30 |
| American Equities |
|
360 |
| Flexible allocation |
|
20 |
Assets under management, for European regulated funds, are held under custody by CACEIS and CACEIS FASTNET is responsible for the valuation of the fund. Accountants are Ernst&Young.
Our clients, mainly American and European, are institutional investors, multi-managers, private banks, family offices and IFAs.
