PE Tech Report

Fund Manager Interviews

Bernheim Dreyfuss Amit Shabi

Amit Shabi, Bernheim Dreyfus: “The failure of the AT&T/T-Mobile deal has led to a repricing of antitrust risk that we believe is exaggerated”

Amit Shabi (pictured), chief executive of Paris-based event-driven and merger arbitrage specialist Bernheim, Dreyfus & Co, says the firm’s Diva Synergy fund and its recently-launched Ucits version is poised to capitalise on an expected pick-up in European M&A volumes, which should create more lucrative investment opportunities and better performance. GFM:

12BF Ilya Golubovich

The Interview – Ilya Golubovich and Irakli Menabde, I2BF: “Technologies once considered uneconomic have emerged from obscurity to become one of the fastest-growing global industries”

Ilya Golubovich (pictured), managing partner of specialist clean technology fund manager I2BF and Irakli Menabde, manager of the I2BF-Arbat Technology Fund, say the fund is unique in its field by employing a relative value strategy with a fully systematic investment process based on the notion of consistent outperformance.   GFM:

Frontier Capital Management Michael Azlan

The Interview – Michael Azlen, Frontier Capital Management: “More multi-asset funds entering the market will help highlight our proven track record and low-cost philosophy”

Michael Azlen, founder and executive chairman of Frontier Capital Management, says his firm’s index-based approach to multi-asset investing is modelled on the tried and tested approach of US university endowments, aims to create a globally diversified portfolio through exposure to eight traditional and alternative asset classes or strategies to generate

Phoenix Investment Adviser Jeff Peskind_0

The Interview – Jeff Peskind, Phoenix Investment Adviser: “As with many distressed-focused managers, 2008 represented the best and worst of times”

Phoenix Investment Adviser, which focuses on investing in the bonds of out-of-favour companies whose securities’ prices have declined substantially, recently opened to outside investors a fund investing in the equity of the same ‘stressed’ companies. Founder and chief investment officer Jeff Peskind says such stocks may have significant upside potential

Aquila Capital Jan Ausperg

Jan Auspurg, Aquila Capital: “The fund’s approach, which combines a trend-following strategy with carry and correlation systematic strategies, is a clear differentiator”

Dr Jan Auspurg (pictured), a fund manager within the quant team at Hamburg-based Aquila Capital, says the AC Spectrum Fund, a Luxembourg-domiciled Ucits that generated a return of 9.98 per cent last August amid massive equity market losses, takes into account not only the strengths of trend-following strategies but their

AIMHedge Richard Bibb

The Interview – Richard Bibb, AIMhedge: “Big institutional investors need to shift away from fixed income to generate a return for their clients

AIMhedge chief investment officer Richard Bibb says the firm’s combination of a systematic, emotion-free trading approach over a large, well-diversified basket of futures markets and an effective active risk management system is a very powerful argument for investors just starting to look for better-performing investments in the wake of the

PSigma Asset Management Jing Sun

– Jing Sun, PSigma Asset Management: “We focus on shareholder value creators with long track records of growing cash earnings and dividends in good times and bad”

Jing Sun, investment director and fund manager for the PSigma Global Equity Fund at New York-based Centre Asset Management, says the fund, launched last June, focuses on the fundamentals of wealth creation and destruction akin to the way a traditional, long-term-focused corporate financier looking at all aspects of the business,

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05 June, 2024 – 8:30 am

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