Laurent Halmos

PGF is an active, growth-oriented investor and aims to outperform benchmarks on a long-term basis. They manage portfolios invested exclusively in long equity across market caps, sectors and regions. Their main strategies include global equity, Europe mid-cap equity, and US equity. The firm performs bottom-up, fundamental stockpicking. They conduct research in-house and aim to identify global trends and the companies and sectors on which these trends will potentially have an influence. They primarily select companies with successful business models and good growth prospects within expanding industries. Their market timing strategy is based on stringent valuation analyses. PGF controls risk through portfolio diversification and by balancing their holdings at the stock, industry and market levels.

Provides brokerage services

FOURPOINTS is an active, conviction-based manager which seeks to identify and invest in quality growth companies at attractive valuations free from index or geographical constraints. The portfolios of the management under mandate are built in open architecture and are based both on the expertise of the largest international managers and on those of managers specialized in themes or alternative management. The managed management team builds portfolios and optimizes their composition to meet client's risk profile objectives and adapt to the market environment. The management of FOURPOINTS funds is based on integrated analysis and research. Their fundamental approach and management processes are illustrated by non-benchmarked conviction portfolios for their entire range.