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Important Information. Investment involves risk. You should be aware that past performance is not necessarily a guide to future performance. The price of investments and income from them can fall as well as rise and may be affected by exchange rate movements between currencies. An investor may not get back the original amount invested. All visitors to this website should not treat the content of this website as taxation advice. If you are in doubt about the suitability of an investment, please contact your financial adviser. Shares in the Fund should only be purchased by persons with professional experience and investors should refer to the Fund Prospectus and/or KIID for detailed information about potential risks involved before investing in financial instruments as well as the latest half-yearly report and unaudited accounts and/or annual report and audited accounts. The Prospectus for each Fund is available on the website. The website is for information only and is not to be construed as solicitation or an offer to purchase or sell investments and nothing on the website should be construed as being personal investment advice for your particular circumstances.

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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.

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