We are delighted to share with you Yves Choueifaty’s presentation entitled: “Diversification is back! the return of the undiversifiable portfolio”. Please fill in the form below to request the presentation:
Discover Tatjana Puhan takes on markets concentration in mega caps stocks in the US in the Financial Times
Responsible investing is an important topic since the very beginning for TOBAM. After introducing exclusion lists in 2007, becoming signatory of the UN PRI in 2010 and subsequently adding each year additional dimensions to our responsible investment policies and practices such as carbon footprint constraints and fossil fuel free portfolios, we decided two years ago that it was time now to address the next big topic, which is an enhanced integration of “E”nvironmental, “S”ocial, and “G”overnance dimensions into our portfolio construction process.
Responsible investing is an important topic since the very beginning for TOBAM. After introducing exclusion lists in 2007, becoming signatory of the UN PRI in 2010 and subsequently adding each year additional dimensions to our responsible investment policies and practices such as carbon footprint constraints and fossil fuel free portfolios, we decided two years ago that it was time now to address the next big topic, which is an enhanced integration of sustainability dimensions into our portfolio construction process.
The first half of 2022 turned out totally different from what most inventors had anticipated in the beginning of the year – this shows yet again that trying to predict asset prices is everything but an easy exercise.
I this note, we do not aspire to make predictions about the future. Instead, we provide an interpretation of the most recent evolutions in markets that focuses on the observation of cycles of concentration and deconcentration; after a long period of record market concentration, equity market experienced a first mean reversion since the beginning of the year. Even more interestingly, we argue why this first mean reversion still leaves a lot of room for a massive reduction of the still high market concentration.
In this Grand Angle Crypto video, Yves Choueifaty addresses numerous topics such as Bitcoins, inflation, Euro and TOBAM’s strategy.
Replay of the July 6th Webinar “How to align portfolios with the Paris Agreement?” with TOBAM and Philip GOODWIN
Which US equity fund for the next 12 months? We are very excited to see the TOBAM ANTI-BENCHMARK US EQUITY fund awarded in the US Equity category by the Grand Prix de la Finance 2022 organized by H24 Finance, one of France’s leading financial news and information platforms. This award recognizes the best funds…
Born in Bayonne (South West of France) in 2001, Justin grew up with his feet in the sands.
Supported by his parents who 15 years ago, established the Natural Surf Lodge, between lake, forest and ocean. This environmentally responsible living environment, provides Justin with a beneficial and suitable structure for his training.
A native from the European capital of board sports, Justin has a great desire to travel the world (Australia, Tahiti, Hawaï, Denmark..) which he will be able to do upon being successful in joining the professional circuit, the CT.
In 2022, Justin has been selected to join the highly prestigious Rip Curl Pro Portugal event and is looking to participate to the Olympic games in Paris in 2024.
TOBAM is proud to support this young athlete, who remains humble and accessible. Go for it Justin!
If you want to learn more about Justin, please read “Life of a Surfer“
We are really proud to have another beneficiary of the Initiative, Aurélia Boulanger, a very talented young triathlete.
Aurelia just graduated as an engineer, specialized in urban planning and sustainable buildings.
She started her triathlete career in 2018, and became the winner of the 2019 French long distance triathlon.
TOBAM is proud to support a female athlete, in a sport that is less prone to media attention but requires an absolute dedication and commitment to trainings and competition.
Her objective this year is to qualify for the Triathlon 70.3 World Championship, due to be held on December 2022 in New Zealand. This “half-Ironman” is a long-distance triathlon race consisting of 1.9km swim (1.2 mile), 90km bike (56 miles), and 21.1km run (13.1 miles) !
Aurelia’s dedication to her sport, trainings and objectives sets a high example for all of us. We are happy to support Aurélia for her future endeavours.
Discover Aurélia’s interview from April 2022
Good Luck Aurélia!
