Christophe Bernard - Managing Partner, Co-Portfolio Manager
Christophe has thirty years’ experience in the asset management industry. Prior to holding CIO positions at Vontobel and Union Bancaire Privée, he was an equity portfolio manager at Deutsche Asset Management for thirteen years. Christophe has managed German, European and Global portfolios with a record for generating consistent excess return over respective benchmarks. He was an early adopter of the CROCI® (Cash Returns on Capital Invested) valuation approach. Christophe holds a Master from ESSEC in Paris.
Pascal Costantini – Managing Partner, Co-Portfolio Manager and Head of Research
Pascal has thirty-four years’ experience using, adapting and re-engineering the economic value-added models used by industry consultants into stock market valuation models. He was Head of Global Sector Strategy, Quantitative Equity Research and the CROCI® Valuation Group at Deutsche Bank until 2009. He is the author of Cash Return on Capital Invested, 10 years of investment analysis. Pascal is a regular speaker and lecturer on issues surrounding the valuation of financial assets. Pascal holds a Master from ESSEC in Paris.
Joakim Darras – Managing Partner, Portfolio Analytics and Risk Management
Joakim has twenty-eight years’ experience in the institutional investment arena. As head of equity structuring at Deutsche Bank, Joakim designed investable indices with Pascal, and in 2009 co-founded a successful boutique firm in the field of investment advisory and risk reduction. Joakim is the author of white papers on dynamic risk based asset allocation (2012) and on smart beta equity investing through calm and storm (2015). Joakim holds an MBA from Imperial College London, an MSc. at London School of Economics and a Master in Applied Economics from Katholieke Universiteit Leuven.
Janet Lear – Senior Analyst
Janet has over twenty-six years’ experience in equity analysis and was part of the management of the CROCI® Team from 2005 to 2012. Janet is intimately familiar with all aspects of Intrinsic Value models and has authored and supervised numerous publications (CROCI® Talk, CROCI® Focus, CROCI® Eye Catchers) about valuation analysis, stock selection, sector comparison and sector rotation. Janet is a Justice of the Peace (JP) and holds a degree in Chemistry from the University of Oxford.
Diarmid Ogilvy – Co-Founding Shareholder
Diarmid has twenty-eight years’ experience in the investment arena. He worked with Pascal as a founding member of the CROCI team between 1995-1998. He then ran the investment portfolios of a significant multi-family office focused on hedge fund strategies. Since 2007, Diarmid has led and participated in a select number of private equity investments into fast growing ventures across a variety of sectors. As a Co-Founding Shareholder, Diarmid is not part of the Investment or Management Team but provides strategic and ambassadorial support to the business.