Loic Mittelheisser

BBB Sturdza is an active, long-term manager which seeks to achieve performance within controlled risk parameters. They supplement their internal investment management process by external specialists, adapted to the specific needs and objectives of each client. The approach is developed within the framework of a long-term approach but remains open to short-term opportunities. The firm invests worldwide and utilizes asset diversification and market, sector and individual position weighting as key investment principles. They combine a top-down and bottom-up approach to allocate assets and select specific investment vehicles and securities. BBB Sturdza employs a top-down approach to identify medium-term trends and changes in the world economy to allocate assets among liquidities, bonds, equities, funds and alternative investments, geographic areas and currencies. Through their bottom-up approach, they select companies that meet their financial, operational and valuation criteria.

BCV-IM is an active, growth-oriented manager which aims to achieve above average, risk-adjusted returns over the long-term. The firm allocates investments between asset classes on the basis of a top-down analysis. Their equity strategy committee makes the sector and style allocations for each geographic region, forming the basis of all portfolio management decisions. The purpose is to optimize weightings and construct benchmark portfolios. For bond selection, BCV-IM uses the same process. After the bond strategy committee meets, the bond team optimizes weightings and constructs benchmark portfolios. They then actively manage the portfolio following a bond selection approach.