PDF 20190417 Paris QuarterlyMeeting EN EN

PROFESSIONALS ONLY

QUARTERLY MEETING

FIRST QUARTER 2019

PROFESSIONALS ONLY

1

PROFESSIONALS ONLY

Global Equities: A Common Approach but Distinctive Features

PROFESSIONALS ONLY

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Equity Team: Enhanced Synergies & Cross-fertilisation of Ideas

EUROPEAN EQUITIES

Mark DENHAM

Head of Team

Malte HEININGER Juhana KAIKKONEN

Seyi OSABA

EMERGING MARKETS

Xavier HOVASSE

Head of Team

David PARK Haiyan LI Amol GOGATE

David OLDER

Head of Equities

COMMODITIES

Michel WISKIRSKI

GLOBAL EQUITIES

Huseyin YASAR Pau GUZMAN

SECTOR SPECIALISTS

Technology, Media & Telecoms Henrik FRIDLUND Consumer Antoine COLONNA Financials Matthew WILLIAMS Wande MCCUNN Healthcare Jith ESWARAPPA

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Source: Carmignac, 2019

Our Common Approach to Global Equities

FUNDAMENTAL ACTIVE

LONG TERM

PROPRIETARY RESEARCH

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Strategies with Distinctive Features, Answering Different Needs

FUND

DESCRIPTION

INVESTMENT PHILOSOPHY

What to keep in mind

NET EQUITY EXPOSURE

GLOBAL LONG ONLY EQUITY STRATEGY

? GLOBAL LONG/SHORT EQUITY STRATEGY

CONVICTION-DRIVEN APPROACHES

KEY LONG-TERM THEMATICS PORTFOLIO

CONNECTED CONSUMER DEMOGRAPHIC & SOCIAL CHANGE DIGITALIZATION

HIGHLY SELECTIVE AND CONCENTRATED PORTFOLIO 15 HOLDINGS WITHIN THE LONG BOOK TOP 5: 35% OF ASSETS

90%

60%

100%

Avg.

0%

-10%

30%

Avg.

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Source: Carmignac, 31/03/2019

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