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My experience spans over 20 years in complex securities. I was the trusted adviser of Insurance Companies, Pension Funds, Banks Treasury & ALM departments on topics of Yield Enhancement and Risk management. I focus on areas where I have comprehensive understanding of industry dynamics like Solvency2/Basel3 arbitrages and capital flow. In my job experience I found that the price evolution of securities products is more and more determined by regulation considerations and less and less by mere financial characteristics. I am a value investor in securities, with a contrarian, conviction and bottom-up approach. I am not into trend following, momentum, I do not use explicit leverage and I am not really into macro
forecasting exercises.I like obscure securities, ignored, overlooked or “orphan” sectors badly affected by the deleveraging process unraveling since 2008/2009. Liquidity, rating and volatility are secondary for me, I look first at margin of safety, fundamental value, high yield and capital gain potential.
Hedge Fund Manager.
Bonds, Commodities, Foreign stocks, Gold, REITs
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