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How is investment research organised?

The investment team has specialist forensic research skills and depth of experience in these markets.
Anthony Smouha has accumulated deep, extensive debt capital markets experience over 35 years’ fixed
income investment experience as initially a prospectus writer and bond issuer, a sell side broker, a market
maker and an investor. Gregoire Mivelaz has devoted his career to research analysis both on the sell-side
and the buy-side primarily researching in the financial sector. In addition Patrick Smouha has been
nominee Co-Fund Manager in January this year.That said, the managers do not divide up the world
according to geographies or sectors, enabling them each to develop broad, global perspectives that they
believe enhance their ability to make good decisions. They are supported by three credit analyst Edward
McCarthy, Romain Miginiac & Lydie Favre-Felix and other team members who perform various analytical
duties.
Investment research influences all parts of the investment process. The managers’ research efforts
encompass both top-down and bottom-up perspectives so that they can assemble a holistic picture of
market dynamics. They gather ideas from all perspectives available to them to synthesise their views and
generate investment ideas. These ideas are then channelled into their bottom-up research to uncover
promising credit opportunities. The research process includes a large number of company management
meetings, calls and attending investor presentations.

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