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Newly AAA rated: nine managers you should know about

Citywire Switzerland takes a closer look at nine managers who have recently earned their first AAA ratings.

Last month, nine sector-leading managers earned their first Citywire AAA ratings for their outperformance in their respective sectors.

Here, Citywire Switzerland takes a closer look at the nine up-and-coming managers who have joined the elite.

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Vincent Bourgeois & Laurent Saglio, Zadig Gestion Luxembourg

Fund managed: Memnon European Fund R EUR

Zadig founder Laurent Saglio and company partner Vincent Bourgeois are both in charge of European equity strategies.

The two are now AAA rated for their performance in the Equities – Europe excluding UK sector with the Memnon fund.

The European equity fund was launched in 2011 and has €546 million in assets under management.

Over three years to the end of August, the fund has returned 36% in CHF terms, compared with the benchmark’s 19.91% over the same period.

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Shou-Pin Choo, UBS Asset Management

Funds managed:

As a portfolio manager and technology sector analyst at UBS Asset Management, Choo is one of the latest managers to gain a Citywire AAA rating.

The Singapore-based manager has had a strong performance in the Equities – Asia Pacific excluding Japan sector.

The UBS (CH) Equity Fund – Asia has been running since 1988, with total assets under management of $102.73 million.

The fund has returned 38.41% in CHF terms over three years to the end of August 2017, while the benchmark MSCI AC Asia Pacific ex Japan TR USD returned 19.92% over the same period.

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Louis Bert & Stéphane Furet, Dorval Asset Management

Funds managed:

CEO and founder of Dorval AM Stéphane Furet and CIO and deputy CEO Louis Bert have recently gained a Citywire AAA rating.

Furet founded the Paris-based company in 2004 and was joined by Bert in 2007.

The duo co-manage the Dorval Manageurs Europe fund and the flexible mixed assets fund Dorval Convictions.

Over three years to the end of August 2018, the Dorval Convictions fund generated 18.00% in CHF terms, while the benchmark LCI EURO STOXX TR EUR/EuroMTS 3-5 Years (50:50) returned 10.12%.

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Christoph Benner & Oliver Schnatz, Chom Capital

Fund managed: Chom Capital Active Return Europe UI - AK I

The Chom duo’s consistent outperformance in the European equities space has earned them a Citywire AAA rating.

The investment boutique was founded in 2011 by fund manager team Christoph Benner and Oliver Schnatz and managing partner Martina Neske, who have worked together for more than 25 years.

As one of the three strategies run at Chom Capital, the Active Return Europe fund has €95.884 million in assets.

Half of the portfolio’s assets are in transferable securities, money market instruments of European issuers and bank deposits with credit institutions.

The fund has returned 42.42% in CHF terms over three years to the end August, compared with the benchmark STOXX Europe 600 TR EUR’s 14.34% over the same period.

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Stéphanie Bobtcheff, La Financière de l’Echiquier

Funds managed:

Mid-cap investment specialist Stéphanie Bobtcheff is among the latest to have attained an AAA status for her fund management performances in the Equities - European small & medium companies sector.

Bobtcheff joined La Financière de l’Echiquier in 2013 as a portfolio manager.

The €409.2 million Echiquier Agenor fund was first launched in 2004 and is run by Botbtcheff, Citywire AA rated managers José Berros and Guillaume Puech.

Over three years to the end of August 2017, the Echiquier Agenor fund has generated 41.03% in CHF terms, while the benchmark MSCI Europe Small Cap TR EUR returned 34.21%.

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Desmond Soon, Legg Mason

Fund managed: Legg Mason WA Asian Opportunities LM Acc USD

For his performance in the Bonds - Asia Pacific local currency sector, Soon has earned himself a Citywire AAA rating.

Soon started running the fund in 2012 and co-manages it alongside Citywire A rated Chia-Liang Lian, who has been on the fund since its inception in 2008.

Soon first joined the fixed-income manager Western Asset in 2012. The firm is owned by Legg Mason.

The Legg Mason WA Asian Opportunities LM Acc USD fund returned 12.07% in CHF terms over three years to the end of August 2017, compared with the benchmark Bloomberg Barclays Asia Local Curr Diversified TR’s 6.12% over the same period.

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Related Fund Managers

Stéphanie Bobtcheff
Stéphanie Bobtcheff
18/75 in Equity - European Small & Medium Companies (Performance over 3 years) Average Total Return: 53.61%
José Berros
José Berros
17/75 in Equity - European Small & Medium Companies (Performance over 3 years) Average Total Return: 53.61%
Guillaume Puech
Guillaume Puech
18/94 in Equity - European Small & Medium Companies (Performance over 1 year) Average Total Return: 32.85%
Louis Bert
Louis Bert
4/233 in Equity - Europe (Performance over 3 years) Average Total Return: 44.92%
Stéphane Furet
Stéphane Furet
5/233 in Equity - Europe (Performance over 3 years) Average Total Return: 44.92%
Christoph Benner
Christoph Benner
2/233 in Equity - Europe (Performance over 3 years) Average Total Return: 47.17%
Oliver Schnatz
Oliver Schnatz
3/233 in Equity - Europe (Performance over 3 years) Average Total Return: 47.17%
Vincent Bourgeois
Vincent Bourgeois
3/29 in Equity - Europe Excluding UK (Performance over 3 years) Average Total Return: 42.68%
Laurent Saglio
Laurent Saglio
4/29 in Equity - Europe Excluding UK (Performance over 3 years) Average Total Return: 42.68%
Shou-Pin Choo
Shou-Pin Choo
18/112 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 34.78%
Desmond Soon
Desmond Soon
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