Commerzbank

Carmignac UK is an active manager which aims to provide consistent returns and low volatility for investors. They believe that the PRI and ESG problems are of crucial importance and that companies taking an active approach in considering them become more efficient over the long term by limiting risks and benefiting from growth opportunities.The firm is a bottom-up investor which aims to generate strong performance in their European products and to contribute their expertise to the overall Carmignac asset allocation strategy.Carmignac UK seeks to utilize their experience in long-short management to perform in all market conditions. They aim to identify long-term trends in the world economy, such as technology, emerging markets and commodities, and find the best way to invest in them. Such macro views are very long-term themes and Carmignac has developed hedging strategies to help manage directional market risk, resulting in performance combined with risk management and transparency, the latter of which they bolster by communicating regularly with investors.

Sycomore AM is an active manager which follows a value, and conviction-based approach, aiming to invest in underrated stocks of companies with intrinsic value. The firm's range of funds focuses on four management expertise: European equities, absolute return, Eurozone corporate bonds and diversified management. Their management is based on a proprietary model of fundamental analysis of companies aiming to identify levers of sustainable growth, and is divided into four strategies: Sustainable Equities, Thematic Equities, Flexible Strategies and Credit Crossover SRI. The firm deployed two fund selection profiles, one balanced, the other dynamic, in line with different levels of risk. These two profiles are built in open architecture (with a minimum of 60% of third-party managers). Sycomore AM approaches the company with a responsible investment approach to investing: a minimum of 50% of selected equity funds using ESG criteria (Environment, Social, and Governance).

SWMC is a stock-focused investment manager following an investment approach which they qualify as highly dynamic and which involves regular meetings with a large number of companies across Europe.The firm invests in a diversified portfolio of equity securities, employing a long/short investment strategy. They also manage long-only equity portfolios. They have concentrated investments in the consumer discretionary sector, focusing on the European small-cap market, although the firm does not have market cap restrictions.

Managing Partner at Hubert Burda Media Holding KG