Merge of TOBAM’s Funds into the Luxembourg SICAV “Most Diversified Portfolio SICAV”

02To the attention of investors within the following UCITS: Part I TOBAM Anti-Benchmark Canada Equity Fund TOBAM Anti-Benchmark Euro Equity Fund TOBAM Anti-Benchmark France Equity Fund TOBAM Anti-Benchmark Japan Equity Fund TOBAM Anti-Benchmark Pacific Ex-Japan Markets Equity Fund TOBAM Anti-Benchmark UK Equity Fund TOBAM Anti-Benchmark US Equity Fund Part II TOBAM Anti-Benchmark All Countries World…

Prospectus modifications

To the attention of investors within the following mutual Funds: TOBAM Anti-Benchmark France Equity Fund As required by ESMA (The European Securities and Markets Authority), all the revenues arising  from temporary purchases and sales of securities must be returned to the UCITS :  the Fund’s Prospectus has been modified accordingly. The management company collects 40%…

TOBAM launches the Anti-Benchmark All Countries World equity Fund

Paris, January 14th, 2014 – The Paris-based quantitative asset manager TOBAM today announced the launch of its Anti-Benchmark All Countries World Equity fund. This fund seeks to maximise diversification using a very large investable universe, MSCI ACWI (currently 23 developed markets and 21 emerging markets, app. 2500 constituents), as such having the potential to achieve…

TOBAM opens a New York office

Paris and New York, December 13th, 2013 – The Paris-based Anti-Benchmark asset manager TOBAM today announced the opening of an office in New York and the appointment of two representatives dedicated to supporting TOBAM’s growth across North America. Yves Choueifaty, President and CIO, created TOBAM in 2005 and designed the Anti-Benchmark model. It is a…

TOBAM launches Anti-Benchmark Canadian Equity Fund

Paris, April 15,2013 – The quantitative asset manager TOBAM today announced that it has launched its existing Anti-Benchmark Canadian Equity strategy under the format of a UCITS IV Fund. The fund has been launched with seed funding from a major canadian institutional investor. The Anti-Benchmark Canada Equity Fund seeks to maximize diversification across the investment…

TOBAM launches Anti-Benchmark Pacific ex-Japan Fund

Paris, June 7, 2012 – The asset manager TOBAM today announced that it has launched the Anti-Benchmark Pacific ex-Japan Equity fund (UCITS IV). The fund has been launched with seed funding from Seven Investment Management. The Anti-Benchmark Pacific ex-Japan Fund seeks to  maximize diversification across the investment universe, as represented by the MSCI Pacific ex-Japan…

TOBAM and Amundi sign partnership

Paris, May 22nd, 2012 – Amundi and TOBAM today announced the signature of a strategic partnership. This partnership includes: –       A distribution agreement under which Amundi, with its wide-reaching international distribution capabilities, will make TOBAM’s Anti-Benchmark strategies available to its clients. –       The acquisition of a 17.5% minority equity stake by Amundi in TOBAM, acquired…

TOBAM launches an Emerging Markets Equity Fund

Paris, June 30, 2011 – TOBAM today announced that it has launched the Anti-Benchmark Emerging Markets Equity fund (UCITS III) on June 30, 2011. The Anti-Benchmark Emerging Markets Equity fund seeks to maximize diversification across the investment universe, as represented by the MSCI Emerging Markets Equity index, by applying TOBAM’s patented maximum diversification approach. By…

TOBAM awarded US and Australian patents

Paris, June 7, 2011 – TOBAM announced that the United States Patent and Trademark Office has issued US Patent No. 7,958,038 for TOBAM’s Anti-Benchmark methodology. The patent covers the methods and systems for providing an Anti-Benchmark portfolio. This patent grant is an internationally respected achievement for an asset management firm, and points to the pioneering…