Information on Changes to the TOBAM Bitcoin BITCOIN CO2 OFFSET Fund
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Shareholder Notification: Change of strategy for TOBAM Bitcoin CO2 Offset Fund
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Webinar – Navigating autocracy risk: strategies for a resilient portfolio
In this video, discover the latest Webinar of Tobam with Yves Choueifaty, President and founder of TOBAM and Marcos Buscaglia, emerging markets economist and author of ‘Beyond the ESG Portfolio’, who will explain why the current ESG criteria needs to be refined to include the concept and practice of democracy and how ESG investors can serve their clients’ need by taking the state of democracy into account. Yves Choueifaty in a second part will detail TOBAM’s LBRTY© strategy, designed to insulate investors from the risk posed by autocratic countries. The strategy aims to generate performance by minimizing the direct exposure, but also more importantly the indirect exposure.
The case for mitigating autocratic risk in institutional portfolios
Discover this article written by Yves Choueifaty President and CIO of TOBAM, Tristan Froidure Head of Research and Axel Cabrol Co-Deputy CIO. In this article, TOBAM shows the impact of authoritarian regimes on portfolio performance.
LBRTY® USA: Mitigating authoritarian exposure in U.S. Equities
Please read this research note on authoritarian exposure and the impact on performance of the LBRTY© strategy.
Investors beware: democracy is receding and it’s bad for business
Discover our latest paper written by Philippe Bolopion (Managing director at TOBAM) on SustainableViews (Financial Times Group). In this article, Philippe analyses the rise of autocratic regimes in the world, and its consequence for businesses and investors.
Video – Yves Choueifaty interview with E-fundresearch
In this video, discover the latest interview of Yves Choueifaty, President and founder of TOBAM, with E-fundresearch on the topic of mitigating exposure to geopolitical risk.
As the US and China collide, no investor will be spared
Read Philippe Bolopion’s latest contribution to Professional Wealth Management (PWM), a Financial Times publication.
The US and China are on a collision course, and financial markets may be in for a rough ride. As the world polarizes into democratic and autocratic blocs, even investors who have divested from China may still be at risk through indirect exposure. Investing in democracy has historically proven to be a wise long-term strategy, always, especially in times of uncertainty.
Is your portfolio ready to navigate these troubled waters ?
India elections notes
Please read this concise research note on the 2024 Indian general elections and impact on performance of the LBRTY strategy The 2024 Indian general elections, held in early June, brought unexpected political shifts as the Bharatiya Janata Party (BJP), led by Narendra Modi, failed to secure an outright majority, defying predictions. This political uncertainty triggered a…
Mexican elections notes
Please read this concise research note on the 2024 Mexican general elections and impact on performance of the LBRTY strategy The 2024 Mexican general elections, held on June 2, saw Claudia Sheinbaum elected as the country’s first female president, continuing the Morena party’s dominance under outgoing President Andrés Manuel López Obrador. Prior to this, López Obrador…
