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Heritam European Opportunities Sicav – August 2010

Heritam European Opportunities Sicav – August 2010. Heritam European Opportunities Fund. 1. Manager’s Profile: Banque Heritage. Banque Heritage is the fund’s Investment Manager.

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Heritam European Opportunities Sicav – August 2010

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  1. Heritam European Opportunities Sicav – August 2010

  2. Heritam European Opportunities Fund

  3. 1. Manager’s Profile: Banque Heritage Banque Heritage is the fund’s Investment Manager. Born out of a large family office, it was established as a Swiss Private Bank in 1986. The bank has, over the years, built an investment team which gained a reputation for managing funds sourced both internally and externally, and to generate excellent absolute returns. The bank is headquartered in Geneva, with a Zurich branch opened in 2008 and a Singapore branch in 2009. Today, Banque Heritage has a total of over 175 employees in 6 cities and manages over USD 7 billion in clients’ assets in a diverse range of traditional and alternative strategies invested around the world. The bank continues to grow intrinsically and through new partnerships and joint ventures globally. The bank provides top notch fiduciary and asset management services with an uncompromising compliance to the regulations. Nevertheless, due to its origins, the bank’s attitude and philosophy remains one of intimacy with and personal service to their clients.

  4. 2. Adviser’s Profile : Flam Gestion Flam Gestion is the fund’s Investment Adviser and responsible for managing the portfolio investments and risks. Founded in 2005 by a group of investment professionals and wealthy individuals, this Swiss regulated company specialises in managing active portfolios for institutions and high net worth individuals. A team of 3 principals, led by Mr Fournier-Barrand, manage this fund using a clearly defined, consistent and disciplined approach. Mr. Fournier-Barrand, CIO and partner of the firm. A former executive at LODH, Switzerland, he has more than 15 years of successful experience in managing European equities portfolios. He graduated from Ecole du Rosey, EPFL-mathematics, HEC St. Gall and HEI. Pierre Levin, COO and partner of the firm. A former adviser to the French stock exchange, he has extensive experience in structuring and managing equity funds, as well as in corporate finance. He graduated from Ecole des Mines de Paris and HEC Paris. Mr. Balani , Head of UK operations. A former fund manager at Cheyne Capital Management, Bessent Capital (of Soros Capital), Global Asset Management and Dresdner Thornton Asset Mngt, he has extensive experience in managing funds and analysing markets and companies. He graduated from the Wharton School of Finance.

  5. 3. Investment Philosophy and Objectives Philosophy Focus at least 75% of asset allocation to Western European equities. Employ both a “top down” approach wherein we research and analyse the macroeconomics of European countries to determine broad investment views, and a “bottom up” approach which leads to specific equity investments and portfolio weightings. Prioritise companies with sound financials, attractive valuations and exposure to high growth markets and skew the portfolio towards liquid stocks, large caps and blue chips. Employ no derivatives except for currency hedging or to cover a substantial market risk. Objectives Primary - Generate consistently superior risk-adjusted absolute long term capital appreciation. Secondary - Outperform European equity markets with lower comparable volatility.

  6. 4. Investment Universe and Process Execute process from an investment universe consisting of 200+ large caps and liquid mid-caps about which substantial analysis and trading experience have been accumulated. Continuously monitor the universe to identify new investment opportunities, both core holdings and trading ideas, subject to our investment process. Generate country and sector allocations from macroeconomic, industrial and thematic analysis which we believe regularly trigger large delta in stock valuations. Select within those allocations the potential investment targets representing the most attractive equities. Engage in rigorous fundamental analysis of target companies through intensive research into the company’s businesses, managements, valuations and catalysts to reach high-conviction investment decisions and maintain the optimal portfolio structure. Refine buy and sell target prices and timing to optimize performance and minimise volatility, using among other methods advanced technical analysis.

  7. 5. Track Record

  8. 6. Fact Sheet

  9. 7. Contacts FLAM Gestion 6 Chemin de Bellerive, 1007 Lausanne Switzerland fournierbarrand@flamgestion.ch Francois Fournier Barrand CIO Tel +41 216012075 Pierre Levin COO Tel +41 78 805 0367 Haresh Balani Tel +44 7748636016 Francois Oech Head of Fund Research Banque Heritage 61, Route de Chêne, Case Postale 6600 1211 Genève 6, Switzerland Tel +41 58 220 0386 f.oesch@heritage.ch

  10. 8. Important Notice and Risk Warning

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