Since 2009, TOBAM has chosen Democracy enhancement as its field of philanthropy. We believe Democracy enhancement is fully aligned with the mid and long term financial interest of our clients. Over the summer, we’ll explore thought-provoking research papers that resonate with our beliefs.
First recommendation: “Dictatorship, Democracy, and Development” by Mancur Olson (1993):
http://fbemoodle.emu.edu.tr/pluginfile.php/40452/mod_resource/content/1/Olson.pdf
Despite the looming economic slowdown, the severity of which is yet unknown, the High Yield (HY) market presents an attractive investment opportunity. Most investors are underweight High Yield, we thus want to make an argument for the contrarian view that, beyond supportive short term technicals, the asset class deserves a new assessment. • Fundamentals are…
Q1 2023 was a very eventful quarter for the Digital Assets space. In this note, we update you on the latest news with regards to: – Bitcoin and other cryptocurrency coins – DEFI and CEFI landscape – Bitcoin and Blockchain related equities Following the collapse of FTX in Q4 2022, the first quarter of 2023…
We are delighted to share with you our most recent research piece: “Authoritarian Regimes and Investment Risk”. This is the first part of a series of research pieces that we are planning to publish on the topic. Wars / conflicts (i.e. – Russia/Ukraine) coupled with rising geopolitical tensions due to autocratic regimes have introduced a…
Q4 2022 was a very eventful quarter for the Digital Assets space. In this note, we update you on the latest news with regards to: – Bitcoin and other cryptocurrency coins – DEFI and CEFI landscape – Bitcoin and Blockchain related equities The last quarter of 2022 was marked by the collapse of FTX, one…
2022 turned out totally different from what most investors had anticipated in the beginning of the year. In 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…
We are delighted to share with you our recent research piece: “Maximum Diversification vs Minimum Volatility”. You can download the piece below. After mounting evidence of the risks involved in investing in a concentrated, inefficient, biased, and poorly constructed market capitalization weighted index, investors are (yet again) increasingly turning towards the alternative weighting schemes also…
We are delighted to share with you our recent research piece: “Is the Concentration Cycle Coming to an End?”. You can download the piece below. 2022 turned out totally different from what most investors had anticipated in the beginning of the year – this shows yet again that trying to predict asset prices is everything…
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.
Christophe Roehri note in German’s ExxecNews Institutional on bitcoin’s diversification benefits
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!
