Open Category List

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
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.

  • Please read this important legal information before proceeding.

    Information contained herein are solely for the use of the person who has accessed this information and may not be reproduced or distributed, even partially, to any other person or entity.

    The material contained herein is confidential and intended solely for the use of the persons or entities with nationality of or respectively with their residence, domicile, registered office or effective administration in a State or Country in which distribution, publication, making available or use of the information is not contrary to applicable laws or any other regulation.

    The material contained herein is aimed at sophisticated, professional, eligible, institutional and/or qualified investors/intermediaries who have the knowledge and financial sophistication to understand and bear the risks associated with the investments described.

    The information is solely product-related and does not take into account any personal circumstances and does not qualify as general or personal investment recommendation or advice. In particular, the information is given by way of information only and does not constitute a specific legal offer for the purchase or sale of financial instruments. Moreover, nothing contained herein is constitutive of any tax advice.

    Every effort has been made to ensure the accuracy of the financial information herein but the information contained herein has not been independently reviewed or verified. Therefore, Atlanticomnium SA gives no assurance, express or implied, as to whether such information is accurate, true or complete and no responsibility is accepted by Atlanticomnium SA for any errors or omissions. Third-party content is the property of its respective provider or its licensor and is protected by applicable copyright law.

    Past performance is not indicative of future performance. The price of shares/units and the income from the funds/trusts can go down as well as up and may be affected by changes in rates of exchange or financial markets fluctuation, out of the scope of Atlanticomnium SA.

    To the fullest extent permitted by law, in no event shall Atlanticomnium SA or our affiliates, or any of our directors, employees, contractors, service providers or agents have any liability whatsoever to any person for any direct or indirect loss, liability, cost, claim, expense or damage of any kind, whether in contract or in tort, including negligence, or otherwise, arising out of or related to the use of the information provided.