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Newly AAA-rated: six managers you should know about

Citywire Switzerland takes a look at six managers who have landed AAA ratings for their risk-adjusted returns

This month six sector-leading managers earned their first Citywire AAA rating for outperformance in their respective sectors.

Citywire Switzerland takes a closer look at the performance leaders who consistently managed to beat the benchmark.

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Isabelle Pajot, AXA Invesment Managers

Fund managed: AXA WF Framlington Switzerland AC

Starting her career at Banque Indosuez 1989 as a financial analyst, Pajot later joined Credit Agricole Indosuez Cheuvreux in 1996 in a similar role.

The fund manager started with AXA Investment Managers in 2000 as an equity analyst, and became a portfolio manager six years later.

Pajot is not only in charge of Swiss equity portfolios but also looks after European equities balanced funds.

Over three years to the end of September, the fund has returned 31.25% in CHF terms, compared with the technical indicator’s Swiss Performance Index 20.14% over the same period.

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Marc Possa, VV Vermögensverwaltung

Fund managed: SaraSelect P CHF

The fund manager is one of the top performers in the small- and mid-cap Swiss equity space and has been a partner at VV Vermögensverwaltung since 2009.

Prior to that, he worked at ZKB, where he specialised in proprietary strategic participants. He also worked for Credit Suisse, Deutsche Bank and Lombard Odier.

Possa's portfolio is very concentrated, with the top 10 positions taking up 40% of the portfolio. According to the September factsheet, the largest positive contributions were made by Also (68 basis points), Bossard (56 basis points), Interroll (39 basis points), Sika (31 basis points) and dormakab (30 basis points).

Over three years to the end of September, the SaraSelect P CHF fund returned 80.63% in CHF terms, compared with the technical indicator’s Swiss Performance Index Small & Mid TR 53.38% rise over the same period.

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Baijing Yu, Comgest

Fund managed: Comgest Growth Greater China EUR Acc

The portfolio manager and analyst, a specialist in Greater China equities, joined Comgest’s Hong Kong office in 2011. She was assigned to the fund in 2014 and co-manages the strategy with Jasmine Kang and David Raper.

Baijing Yu started her career in 2007 at the Royal Bank of Scotland in New York and Hong Kong, covering private equity in the Asia Pacific region. In 2010, she became senior analyst covering the Asian TMT sector at Bank of America Merrill Lynch.

Over three years to the end of September, the fund has returned 63.23% in CHF terms, compared with the technical indicator’s 40.76% over the same period.

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Robert James

Funds managed: TT Emerging Markets Equity A1 USD and TT Emerging Markets Unconstrained A2

James is a partner and portfolio manager at TT International and joined the firm in 2011. Prior to that he was head of Latin America at Pictet Asset Management, where he started as senior portfolio manager.

Over three years to the end of September, the TT Emerging Markets Equity A1 USD fund returned 36.16% in CHF terms, compared with the technical indicator’s MSCI EM (Emerging Markets) TR USD 22.67% rise over the same period.

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Emin Yigit Onat, HSBC

Fund managed: HSBC GIF Turkey Equity AC EUR

The fund manager has been working at HSBC for two years. Prior to joining the firm he was a portfolio manager at Mariner Investment Group and MFI Asset Management.

The fund invests in Turkish equities. Its biggest allocations are currently to financials (28.63%), industrials (19.92%) and materials (15.90%).

The top three holdings are Akabank, mobile provider Turkcell and steel producer Erdemir.

Over three years to the end of September, the fund returned 2.28% in CHF terms, compared with the technical indicator’s MSCI Turkey TR 5.29% loss over the same period.

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Guillaume Chieusse

Funds managed: Oddo Active Equities CI-EUR, Oddo Active Smaller Companies CR-EUR

Chieusse is currently head of active equity strategy at Oddo BHF. Prior to that, he worked at Orsay Asset Management until 2010.

He co-manages both strategies with Elodie Lehmann and Yannig Pariset.

Over three years to the end of September, the Oddo Active Equities CI-EUR fund returned 38.40% in CHF terms, compared with the technical indicator’s MSCI EMU NR EUR 22.60% rise over the same period.

Meanwhile, the Oddo Active Smaller Companies CR-EUR fund returned 67.35% against its benchmark’s MSCI Europe Small Cap NR EUR rise of 41.05%.

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Related Fund Managers

Emin Yigit Onat
Emin Yigit Onat
1/3 in Equity - Turkey (Performance over 3 years) Average Total Return: -4.32%
Isabelle Pajot
Isabelle Pajot
17/64 in Equity - Switzerland (Performance over 3 years) Average Total Return: 34.15%
Marc Possa
Marc Possa
1/28 in Equity - Switzerland Small & Medium Companies (Performance over 3 years) Average Total Return: 87.14%
Guillaume Chieusse
Guillaume Chieusse
6/83 in Equity - EuroZone (Performance over 3 years) Average Total Return: 47.10%
Elodie Lehmann
Elodie Lehmann
4/83 in Equity - EuroZone (Performance over 3 years) Average Total Return: 47.10%
Yannig Pariset
Yannig Pariset
5/83 in Equity - EuroZone (Performance over 3 years) Average Total Return: 47.10%
Robert James
Robert James
2/178 in Equity - Global Emerging Markets (Performance over 3 years) Average Total Return: 54.37%
Jasmine Kang
Jasmine Kang
19/42 in Equity - Greater China (Performance over 1 year) Average Total Return: 34.88%
David Raper
David Raper
2/29 in Equity - Greater China (Performance over 3 years) Average Total Return: 69.03%
Baijing Yu
Baijing Yu
3/29 in Equity - Greater China (Performance over 3 years) Average Total Return: 69.03%
Events
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