fourpoints euro global leaders … · le contenu du document ne constitue ni une recommandation, ni...
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Professionalinvestors only
FOURPOINTS EURO GLOBAL LEADERS
August 2016
Portfolio managers
Eric Fourrier
Julien Chehowah
Eurozone Equity
Les performances passées ne sont pas un indicateur fiable des performances futures. Le contenu du document ne constitue ni une recommandation, ni une offre d'achat, ni une proposition de vente,
ni une incitation à l'investissement. Il ne constitue en aucun cas un élément contractuel.
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FOURPOINTS Euro Global Leaders I MSCI EMU DNR
Solid long-term performanceSince inception December 31, 2007 to August 31, 2016
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132,45
99.67
Les performances passées ne sont pas un indicateur fiable des performances futures. Le contenu du document ne constitue ni une recommandation, ni une offre d'achat, ni une proposition de vente,
ni une incitation à l'investissement. Il ne constitue en aucun cas un élément contractuel.
Max drawdown 12 percentage points « better » than marketTime to recovery 5 years ahead of the market
As of 08/31/2016 Perf. 2016Perf. since
31/12/2007
Max Drawdownsince 31/12/2007
Time torecovery
FOURPOINTS Euro Global Leaders I
1.7% 24.3% -46% 35 months
MSCI EMU NDR -3.4% -7.4% -58% 98 months
Difference +5.1 +31.7 +12 points - 63 months
VolatilityTracking
error
Funds Index
1 Y 18.2% 21.3% 6,3%
3 Y 15.0% 17.6% 6,1%
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Source : FOURPOINTS,
Datas as of August 31, 2016
-46,12%
-57,93%-60%
-55%
-50%
-45%
-40%
FP Euro Global Leaders MSCI EMU DNR
Max Drawdown from December31, 2007 to August 31, 2016
Les performances passées ne sont pas un indicateur fiable des performances futures. Le contenu du document ne constitue ni une recommandation, ni une offre d'achat, ni une proposition de vente,
ni une incitation à l'investissement. Il ne constitue en aucun cas un élément contractuel.
Lesser Drawdowns and faster recoveries
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The fund resists significantly better in market declines, with a fastertime to recovery
Drawdowns significantly lower since inception
Compared Time to recovery fund and Index
Trough Recovery Time to recovery FP Euro Global Leaders
09 March 2009 23 December 2010 654 days (vs 2145)
04 October 2011 05 March 2013 518 days (vs 589)
06 January 2016 6.8 % points yet to recover (16.1% points for the Index)
Trough Recovery Time to recovery MSCI EMU
09 March 2009 22 January 2015 2145 days
22 September 2011 03 May 2013 589 days
11 February 2016 16.1 % points yet to recover
Peak Trough FPEGL MSCI EMU
3 January 2008 9 March 2009 -46.1% -57.3% 20% less
18 February 2011 22 September 2011 -24.7% -30.6% 20% less
13 April 2015 11 February 2016 -19.7% -26.3% 25% less
3 times faster
Les performances passées ne sont pas un indicateur fiable des performances futures. Le contenu du document ne constitue ni une recommandation, ni une offre d'achat, ni une proposition de vente,
ni une incitation à l'investissement. Il ne constitue en aucun cas un élément contractuel.
Lower rolling one year volatility since inception
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One year volatility since inception
Volatility FOURPOINTS Euro Global Leaders Volatility MSCI EMU DNR
FOURPOINTS IM
Investment Team
7
Julien Chehowah
Manager/ Analyst
7 years experience
in asset management
Eric Fourrier
Manager / Analyst
14 years experience
In asset management
Emmanuelle Ferreira
Manager/ Analyst
12 years experience
in asset management
2015: Head of European & International Equity Strategies, FOURPOINTS IM
2001- 2014: Co-Portfolio Manager/Analyst, Euro Strategy, FOURPOINTS IM
2001 – 2006: Specialised in Asian equities before expanding coverage to global equities
Audencia, Nantes.
2015: Co-Portfolio Manager, FOURPOINTS Euro Global Leaders
2008 – 2014: Analyst, Global Equities , FOURPOINTS IM
EDHEC, Nice.
2007 – 2013 : Analyst and portfolio manager at FOURPOINTS IM
2002 : ACOFI Gestion developement of a french stock-picking portfolio
University Paris XII, and SFAF (CIIA)
FOURPOINTS IM
Investment Team
8
Leslie Griffe de Malval
Lead Portfolio Manager and Analyst Digital Strategy
15 years experience in asset management
Michel Raud
Chief Operating Officer
43 years experience in asset management
2012 – Present: Chief Operating Officer, FOURPOINTS IM
1988 – 2012: Co-CIO & CEO, Philippe Group
1987 – 1988: Director, Banque Financière CARDIF
1972 – 1987: Director of Research, French Equities, Nivard Flornoy
MBA HEC, Paris / Membre de la SFAF
Benoit Flamant
Deputy CEO, CIO
19 years experience in assetmanagement
2015: Deputy CEO
2012 – Present: Head of Info Tech Strategy, FOURPOINTS IM
1996 – 2012: CEO, Chief Investment Officer and Co-Founder of IT Asset Management
1988 – 1996: Marketing Director at IBM and Microsoft
1985 – 1987: Software Engineer, ADI/GSI
Ecole Centrale de Paris.
LouizaFerrara, CFAPortfolio Manager / Analyst, New York
14 years experience in asset management
Béatrice Philippe
President
43 years experience in asset management
2012 – Present : President, FOURPOINTS AM and FOURPOINTS IM
1973 – 2012: President & Co-CIO, Philippe Group
1972 – 1973: Business International, Paris
MBA Finance HECJF, Paris / Stanford’s Graduate School of Business Summer Program /Councillor of the French American Chamber of Commerce / Member of the Council ofRockefeller University
Thomas Wopat-MoreauAnalyst,
FOURPOINTS AM,
New York
4-year experience in asset management
Les performances passées ne sont pas un indicateur fiable des performances futures. Le contenu du document ne constitue ni une recommandation, ni une offre d'achat, ni une proposition de vente,
ni une incitation à l'investissement. Il ne constitue en aucun cas un élément contractuel.
Julien MathouBusiness Relationship [email protected]+33(0)1 70 77 07 78
FOURPOINTS IM
The KIID, the prospectus and the lastest factsheet for the fund are available from the management company, FOURPOINTS Investment Managers, and custodians, CACEISBank and Banque Degroof Luxembourg. This document does not constitute or form part of an offer to issue or sell, or of a solicitation of an offer to subscribe or buy, anysecurities nor does it constitute a financial promotion, investment advice or an inducement to participate in any product, offering or investment. The expectationsexpressed about the stocks, the market, the economy and other factors represent the opinion of the FOURPOINTS IM and may not be realised in the future. Thispresentation is intended for professionals. Its content may not be disclosed to third parties without the express prior authorization of FOURPOINTS InvestmentManagers. Past performance does not guarantee future performance.
FOURPOINTS IM 13/15, rue de La Baume 75008 Paris – France Téléphone: +33 (1) 40 28 16 50www.fourpointsim.com
Stéphane LeniqueHead of Development, Europe [email protected]+33 (0)1 70 75 10 73
Contacts
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Muriel FaureChief Executive [email protected]+33 (0)1 40 28 16 50