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Investment Team – Phileas Asset Management

Cyril Bertrand

Portfolio Manager

Cyril has worked in the equity markets for 23 years. He started as an equity salesman at Société Générale and then at Exane where he became co-head of sales in France and continental Europe.

From 1998 to 2009, he advised institutional investors on their European equity investments. In 2009, Cyril joined Ludovic Labal in Exane's Equity Proprietary Account team as a long / short market neutral manager. In 2010, Cyril co-founded Phileas Asset Management with Ludovic.

Cyril is a graduate of EM Lyon and holds a DESS in Corporate Finance and International Capital Markets from IEP Paris, as well as an ESG certification issued by the European SFAF association (CESGA: Certified ESG Analyst).

Ludovic Labal

Portfolio Manager

Ludovic Labal has 21 years of experience in equity markets. He spent six years at Lazard Frères Gestion as an equity manager, from 2001 to 2006 where he became head of the Mid Caps division.

Ludovic then joined Exane's Equity Proprietary Account team. For four years, he managed a portfolio of European equities using a long / short market neutral strategy. At the end of 2010, Ludovic co-founded Phileas Asset Management with Cyril Bertrand.

Ludovic graduated from HEC, holds a DECF, a CFA designation and an ESG certification issued by the European SFAF association (CESGA: Certified ESG Analyst).

Yann Charlery

Head of Risk

Yann Charlery is Head of Risk and lead contact with Phileas’ external compliance consultancy firm. He has 12 years of experience in middle office.

He spent two years in the middle office team, responsible for the valuation of structured products at Société Générale Asset Management from 2007 to 2008. In 2009, he joined the commodities middle office team at Société Générale Investment Banking. In 2012, he joined Sigmalog Capital as a risk controller and middle office manager. In 2016, Yann joined Phileas Asset Management as a middle officer and reporting manager.

Yann holds a Master 2 in Finance and Econometrics from CNAM.

Ratings & Awards

Top Performer 2020 - Allocator Investors Choice Awards

Top Performer 2020, UCITS Equity Fund, EMEA. Top Performer 2020, UCITS Equity Fund, Long Term Performance, EMEA.