Alexis Arquié

Analyst-Equity at

Montrusco Bolton Investments, Inc.

Finance

Consumer Services

Profile

Mr. Alexis Arquié, CFA, is a Senior Equity Analyst at Montrusco Bolton Investments, Inc. Prior to joining the firm in January 2024, Mr. Arquié worked as a Senior Investment Analyst at Mansartis in Paris, covering European equities.
He also worked at various investment firms in France, covering both European and U.S.
equities and started his career on the sell-side, covering the insurance industry.
He earned his master’s degree in finance from ESCP Business School in Paris and holds the Chartered Financial Analyst (CFA) designation.

Alexis Arquié active positions

Companies	Position	Start
Montrusco Bolton Investments, Inc. Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions.	Analyst-Equity	01/01/2024

All active positions of Alexis Arquié

Former positions of Alexis Arquié

Companies	Position	End
Mansartis Gestion SA Mansartis Gestion SA Investment ManagersFinance Mansartis is an active manager that utilizes a dedicated global investment management solutions combining asset allocation strategy and stock-picking, aiming to reconcile client objectives, risk control and long-term capital appreciation. The firm invests in simple product and two asset class: Equities, Large and Mid-Caps, and Bonds. All portfolio managers are actively involved in each step of the investment process (asset allocation, investment universe and stock selection).	Analyst-Equity	01/12/2023
Auris Gestion SA Auris Gestion SA Investment ManagersFinance Auris Gestion is an active, long-term, benchmark agnostic manager which emphasizes preservation of capital and aims to integrate capability of asset classes and nontraditional niche products to optimize the risk/return of each portfolio. The firm performs rigorous risk control and defines the economic objectives and expectations of each client, employing a range of strategies including mutual funds and securities selection, alternative investments, sales of structured products, derivatives for hedging risk and investment in specific securities or sectors.	Analyst-Equity	01/10/2018
Crédit Agricole Cheuvreux SA Crédit Agricole Cheuvreux SA Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Private companies	5
Montrusco Bolton Investments, Inc. Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions.	Finance
Crédit Agricole Cheuvreux SA Crédit Agricole Cheuvreux SA Investment Banks/BrokersFinance Provides brokerage services	Finance
Mansartis Gestion SA Mansartis Gestion SA Investment ManagersFinance Mansartis is an active manager that utilizes a dedicated global investment management solutions combining asset allocation strategy and stock-picking, aiming to reconcile client objectives, risk control and long-term capital appreciation. The firm invests in simple product and two asset class: Equities, Large and Mid-Caps, and Bonds. All portfolio managers are actively involved in each step of the investment process (asset allocation, investment universe and stock selection).	Finance
Auris Gestion SA Auris Gestion SA Investment ManagersFinance Auris Gestion is an active, long-term, benchmark agnostic manager which emphasizes preservation of capital and aims to integrate capability of asset classes and nontraditional niche products to optimize the risk/return of each portfolio. The firm performs rigorous risk control and defines the economic objectives and expectations of each client, employing a range of strategies including mutual funds and securities selection, alternative investments, sales of structured products, derivatives for hedging risk and investment in specific securities or sectors.	Finance
Escp Business School Escp Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services