Gilles Sitbon

Head-Equity Investments chez

Dorval Asset Management SA

Finance

Technology Services

Profil

Mr. Gilles Sitbon, CFA MBA, is a Head of Active Equity at Dorval Asset Management SA. Mr. Sitbon began his career in the United States where he held various positions for 12 years, first at Goldman Sachs & Co (1998-2002), as an Associate in technology risk management, then at Spinner Asset Management (2004-2007), a technology hedge fund as a Global Analyst and finally, at Proxima Capital (2007-2010), as a Senior Analyst.
In 2010, he joined Sycomore Asset Management as Partner – Manager in charge of absolute return strategies and as a referent on Technology.
He is also now an operating partner at REVAIA, a Crossover investor (unlisted/listed) Equity Growth in Europe.
He holds a Master's degree in Management Sciences from the University of Paris-Dauphine, a DESCF, a Master of Science – Business Computer Information System (Baruch College, NY, 1998) and an MBA in Finance (Columbia Business School, NY, 2004).

Postes actifs de Gilles Sitbon

Sociétés	Poste	Début
Dorval Asset Management SA Dorval Asset Management SA Investment ManagersFinance Dorval AM employs solid and ongoing investment processes based on a conviction-driven, active portfolio management approach. Their approach combines macroeconomic analysis, microeconomic assessment, considerations of valuations and market momentum. Their macroeconomists consistently monitor the latest events as they analyze the economic cycle and set the foundations for asset allocation, singling out investment themes tailored to the environment. They support portfolio managers-analysts as they seek out strong-performing companies, while this entire process is then rounded out by an analysis of sector trends in tandem with consideration of valuations and technical analysis, thus determining the firm’s convictions to build their stock-picking process and develop portfolio construction.	Head-Equity Investments	01/10/2024

Tous les postes actifs de Gilles Sitbon

Anciens postes connus de Gilles Sitbon

Sociétés	Poste	Fin
Sycomore Asset Management SA Sycomore Asset Management SA Investment ManagersFinance 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).	Gestionnaire de Portefeuille-Actions	01/02/2023
Spinner Asset Management LLC Spinner Asset Management LLC Investment ManagersFinance Spinner makes equity investments in smaller capitalization, information technology companies, both long and short, in the US and around the world. The firm utilizes a variety of hedging techniques to reduce overall portfolio volatility and minimize downside risk. Hedging techniques include short-selling, buying/selling options and maintaining cash balances. Up to 40% of the portfolio is invested in companies located outside the US. They may also invest up to 10% of their gross assets in private placements. Spinner employs a fundamental, bottom-up investment approach to identify companies that are positioned for high growth and profitability. They conduct primary investment research to identify themes and trends through their extensive network of industry and venture capital contacts and by attending industry trade shows, performing company visits, meeting with management teams and attending investor conferences. Spinner may also contact various vendors and suppliers of existing and potential portfolio companies to assist in understanding a company's business prospects. Rigorous financial and technical analysis is then used to identify target entry and exit prices for each position. Spinner invests in a broad range of information technology industries including computer hardware, computer software, consumer electronics, defense electronics, wireless technology, semiconductors, semiconductor capital equipment, and select areas of telecommunications.	Analyst-Equity	30/11/2007
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/12/2001
Feel Europe Groupe SAS Feel Europe Groupe SAS Information Technology ServicesTechnology Services Provides computer systems consulting, design, and infrastructure training services	Directeur Général	-
Proxima Capital Management LLC Proxima Capital Management LLC Investment ManagersFinance Proxima Capital seeks to achieve superior absolute returns on a risk-adjusted basis by investing primarily in equity securities and, to a lesser extent, in a variety of domestic and international securities.	Analyst-Equity	-

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Entreprise privées	8
Hummingbird Management LLC Hummingbird Management LLC Investment ManagersFinance Hummingbird Management focuses on managing hedge funds that invest primarily in the in the stocks of US and Canadian micro-cap and small-cap companies. The firm is an arbitrage investor that employs a value-oriented investment strategy. Though not limited by sector, they tend to invest in the stocks of companies in the electronic technology, distribution services and consumer durables sectors. Hummingbird Management is known to engage in shareholder activist investment strategies.	Finance
Spinner Asset Management LLC Spinner Asset Management LLC Investment ManagersFinance Spinner makes equity investments in smaller capitalization, information technology companies, both long and short, in the US and around the world. The firm utilizes a variety of hedging techniques to reduce overall portfolio volatility and minimize downside risk. Hedging techniques include short-selling, buying/selling options and maintaining cash balances. Up to 40% of the portfolio is invested in companies located outside the US. They may also invest up to 10% of their gross assets in private placements. Spinner employs a fundamental, bottom-up investment approach to identify companies that are positioned for high growth and profitability. They conduct primary investment research to identify themes and trends through their extensive network of industry and venture capital contacts and by attending industry trade shows, performing company visits, meeting with management teams and attending investor conferences. Spinner may also contact various vendors and suppliers of existing and potential portfolio companies to assist in understanding a company's business prospects. Rigorous financial and technical analysis is then used to identify target entry and exit prices for each position. Spinner invests in a broad range of information technology industries including computer hardware, computer software, consumer electronics, defense electronics, wireless technology, semiconductors, semiconductor capital equipment, and select areas of telecommunications.	Finance
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
JPMorgan Chase Bank, NA (Investment Management) JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management.	Finance
Sycomore Asset Management SA Sycomore Asset Management SA Investment ManagersFinance 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).	Finance
Dorval Asset Management SA Dorval Asset Management SA Investment ManagersFinance Dorval AM employs solid and ongoing investment processes based on a conviction-driven, active portfolio management approach. Their approach combines macroeconomic analysis, microeconomic assessment, considerations of valuations and market momentum. Their macroeconomists consistently monitor the latest events as they analyze the economic cycle and set the foundations for asset allocation, singling out investment themes tailored to the environment. They support portfolio managers-analysts as they seek out strong-performing companies, while this entire process is then rounded out by an analysis of sector trends in tandem with consideration of valuations and technical analysis, thus determining the firm’s convictions to build their stock-picking process and develop portfolio construction.	Finance
Proxima Capital Management LLC Proxima Capital Management LLC Investment ManagersFinance Proxima Capital seeks to achieve superior absolute returns on a risk-adjusted basis by investing primarily in equity securities and, to a lesser extent, in a variety of domestic and international securities.	Finance
Feel Europe Groupe SAS Feel Europe Groupe SAS Information Technology ServicesTechnology Services Provides computer systems consulting, design, and infrastructure training services	Technology Services