Joris Jansen

JLP Amsterdam employs a distinguished investment strategy of “private equity approach to public investing” based on fundamental bottom-up analysis, characterized by detailed and consistent investment research, regional knowledge and rigorous analysis instead of macro/sector big bets, with a long-term horizon.

PGGM favors equity investments in North American and Europe and in sectors including financial services, raw materials, services and information technology. Their fixed-income portfolios primarily focus on European government bonds, but they also invest in US bonds and investment-grade credits. Their investment process begins with asset allocation and risk budgeting using VAR and RVAR. They then allocate markets, determine the investment style and select either an internal or an external manager. As a socially responsible investor, the firm pays close attention to the corporate governance practices of the companies in which they invest and exercises their shareholder rights by voting at their general meetings.

Provides Investment Advice