![Bertrand Casalis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bertrand Casalis
Plus aucun poste en cours
Finance
Profil
Mr. Bertrand Casalis is an Equity Fund Manager at Trusteam Finance SCA.
Mr. Casalis was previously employed as a Fund Manager by Cogéfi Gestion SA.
He holds degree at HEC Paris and French Society of Financial Analysts.
Anciens postes connus de Bertrand Casalis
| Sociétés | Poste | Fin |
|---|---|---|
Trusteam Finance SCA
 Trusteam Finance SCA Investment ManagersFinance Trusteam is an active, benchmark-insensitive manager that constructs portfolios invested in equity and fixed-income through equity funds, balanced funds, and private portfolios. As an equity investor, they focus on French and European small- to mid-cap companies, and as a fixed-income investor, they focus on European securities and holdings in US and Asian securities. Trusteam conducts top-down macroeconomic and bottom-up fundamental research, depending on portfolio strategies. When assessing investment opportunities, they consider both quantitative and qualitative factors and complete the research process with several company visits. | Gestionnaire de Portefeuille-Actions | - |
Cogéfi Gestion SA
 Cogéfi Gestion SA Investment ManagersFinance Cogefi is an active, growth-oriented manager which focuses on absolute performance over the medium-term, investing in global equity and debt across market caps and sectors, as well as in structured products. They focus on Europe with the bulk of their assets invested in large-cap French equity. They also invest in the US and Asia. | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Cogéfi Gestion SA
Cogéfi Gestion SA Investment ManagersFinance Cogefi is an active, growth-oriented manager which focuses on absolute performance over the medium-term, investing in global equity and debt across market caps and sectors, as well as in structured products. They focus on Europe with the bulk of their assets invested in large-cap French equity. They also invest in the US and Asia. | Finance |
Trusteam Finance SCA
Trusteam Finance SCA Investment ManagersFinance Trusteam is an active, benchmark-insensitive manager that constructs portfolios invested in equity and fixed-income through equity funds, balanced funds, and private portfolios. As an equity investor, they focus on French and European small- to mid-cap companies, and as a fixed-income investor, they focus on European securities and holdings in US and Asian securities. Trusteam conducts top-down macroeconomic and bottom-up fundamental research, depending on portfolio strategies. When assessing investment opportunities, they consider both quantitative and qualitative factors and complete the research process with several company visits. | Finance |
