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Karim Bertoni
Directeur en chef des Investissements chez
Stanhope Capital (Switzerland) SA
Profil
Karim Bertoni is currently a Partner, Chief Investment Officer & Co-Head at Stanhope Capital (Switzerland) SA and Stanhope Capital LLP.
Previously, he worked as a Senior Portfolio Manager at Bellevue Asset Management AG, a Portfolio Manager & Analyst at de Pury Pictet Turrettini & Cie SA, and a Research Analyst at SYZ Asset Management (Suisse) SA. He completed his undergraduate and graduate degrees at the University of Geneva in 1994 and 1996, respectively.
Postes actifs de Karim Bertoni
| Sociétés | Poste | Début |
|---|---|---|
Stanhope Capital (Switzerland) SA
 Stanhope Capital (Switzerland) SA Investment ManagersFinance Stanhope Capital aims to protect and increase the wealth of their clients by providing superior risk-adjusted returns throughout cycles. They add value in two areas: asset allocation – strategic and tactical – and fund selection. The firm normally invests through the lowest fee share classes. | Directeur en chef des Investissements | - |
Stanhope Capital LLP /Private Equity/
 Stanhope Capital LLP /Private Equity/ Investment ManagersFinance Stanhope Capital invests in small to medium sized enterprises across Europe and the United Kingdom. The firm focuses on sectors such as consumer, food, education and disruptive services. It provide capital for development and buyout transactions. | Directeur en chef des Investissements | - |
Anciens postes connus de Karim Bertoni
| Sociétés | Poste | Fin |
|---|---|---|
SYZ Asset Management (Suisse) SA
 SYZ Asset Management (Suisse) SA Investment ManagersFinance SYZ AM is an active, value and conviction-based manager which aims to generate substantial added value by reacting promptly to changes in market conditions. They are performance-oriented and non-indexed, employing a fundamental approach based on a sound macroeconomic scenario. The firm’s teams follow a disciplined and transparent investment process, which includes risk management at each stage. They select securities based on a fundamental and independent analysis. SYZ AM has experience in a variety of asset classes including liquidity (CHF liquidity management, EUR liquidity management); fixed-income (Swiss investment grade bonds, Swiss Government bonds, sovereign bonds and global bonds); equities (global equities, global high dividend equities, European equities, European small-cap equities and Japanese equities); currencies; (high yield currency fund, FX); multi-asset (diversified growth mandates, balanced mandates) and absolute return mandates (multi strategy composite funds, closed-end fund of hedge funds and tailor-made institutional mandates). | Analyst-Equity | 31/12/2011 |
Bellevue Asset Management AG
 Bellevue Asset Management AG Investment ManagersFinance Bellevue AM is an active, fundamental research-based manager which utilizes a bottom-up investment and anti-cyclical approach that aims to generate above-average returns while keeping risk under control and well monitored. They screen and invest in promising family and owner-managed companies based in Switzerland or the broader European continent through our family of Entrepreneur funds. The firm has become very adept at identifying high growth potential in new and emerging markets, particularly on the African continent. | Gestionnaire de Portefeuille-Actions | - |
de Pury Pictet Turrettini & Cie SA
 de Pury Pictet Turrettini & Cie SA Investment ManagersFinance PPT is an active manager which seeks to identify companies which have the potential to create shareholder value over the medium and long-term. Their geographic focus is on Europe. ^ For equity investments, the firm utilizes a bottom-up analysis to target the most attractive European companies with a market capitalization of over EUR 3 billion, identifying candidates by evaluating return on equity, track record, future earnings and debt level. They then perform fundamental analysis, evaluating return on invested capital, ratio of debt to free cash flow and future earnings and dividend prospects. They analyze competitive advantage based on the Michael Porter model (competition, potential new entrants, customers, suppliers and any substitution products) and construct portfolios with stocks which have the potential to significantly outperform the market, diversifying to limit sector risk.^ For mutual funds, PPT seeks out managers which have a consistent, original (differentiated) and stable long-term approach with a track record of outperforming in different market cycles. Although their approach has a quantitative aspect, they favor qualitative analysis in their selection process. | Analyst-Equity | - |
Formation de Karim Bertoni
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Bellevue Asset Management AG
Bellevue Asset Management AG Investment ManagersFinance Bellevue AM is an active, fundamental research-based manager which utilizes a bottom-up investment and anti-cyclical approach that aims to generate above-average returns while keeping risk under control and well monitored. They screen and invest in promising family and owner-managed companies based in Switzerland or the broader European continent through our family of Entrepreneur funds. The firm has become very adept at identifying high growth potential in new and emerging markets, particularly on the African continent. | Finance |
University of Geneva
 University of Geneva Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
de Pury Pictet Turrettini & Cie SA
de Pury Pictet Turrettini & Cie SA Investment ManagersFinance PPT is an active manager which seeks to identify companies which have the potential to create shareholder value over the medium and long-term. Their geographic focus is on Europe. ^ For equity investments, the firm utilizes a bottom-up analysis to target the most attractive European companies with a market capitalization of over EUR 3 billion, identifying candidates by evaluating return on equity, track record, future earnings and debt level. They then perform fundamental analysis, evaluating return on invested capital, ratio of debt to free cash flow and future earnings and dividend prospects. They analyze competitive advantage based on the Michael Porter model (competition, potential new entrants, customers, suppliers and any substitution products) and construct portfolios with stocks which have the potential to significantly outperform the market, diversifying to limit sector risk.^ For mutual funds, PPT seeks out managers which have a consistent, original (differentiated) and stable long-term approach with a track record of outperforming in different market cycles. Although their approach has a quantitative aspect, they favor qualitative analysis in their selection process. | Finance |
SYZ Asset Management (Suisse) SA
SYZ Asset Management (Suisse) SA Investment ManagersFinance SYZ AM is an active, value and conviction-based manager which aims to generate substantial added value by reacting promptly to changes in market conditions. They are performance-oriented and non-indexed, employing a fundamental approach based on a sound macroeconomic scenario. The firm’s teams follow a disciplined and transparent investment process, which includes risk management at each stage. They select securities based on a fundamental and independent analysis. SYZ AM has experience in a variety of asset classes including liquidity (CHF liquidity management, EUR liquidity management); fixed-income (Swiss investment grade bonds, Swiss Government bonds, sovereign bonds and global bonds); equities (global equities, global high dividend equities, European equities, European small-cap equities and Japanese equities); currencies; (high yield currency fund, FX); multi-asset (diversified growth mandates, balanced mandates) and absolute return mandates (multi strategy composite funds, closed-end fund of hedge funds and tailor-made institutional mandates). | Finance |
Stanhope Capital (Switzerland) SA
Stanhope Capital (Switzerland) SA Investment ManagersFinance Stanhope Capital aims to protect and increase the wealth of their clients by providing superior risk-adjusted returns throughout cycles. They add value in two areas: asset allocation – strategic and tactical – and fund selection. The firm normally invests through the lowest fee share classes. | Finance |
Stanhope Capital LLP /Private Equity/
Stanhope Capital LLP /Private Equity/ Investment ManagersFinance Stanhope Capital invests in small to medium sized enterprises across Europe and the United Kingdom. The firm focuses on sectors such as consumer, food, education and disruptive services. It provide capital for development and buyout transactions. | Finance |
