Profil
Mr. Louis Bert is a Deputy Managing Director & Co-Head of Asset Management at Dorval Asset Management SA. He joined Dorval Finance as Chairman in August 2007.
He co-manages the range of equity funds with Mr. Furet and Mr. Baralon.
Mr. Bert developed sound management expertise at Crédit Agricole Asset Management, where he was an equity salesman in 1987.
A Unit Trust Manager in 1989, he was appointed Director of Equities Management France in 1995 and promoted to Director of Equities Management Europe in 1997.
He managed the Atout Futur, Atout France Europe, Dieze (Convertibles) and Atout Foncier (Property) funds.
He joined the Oddo & Cie group in 2003 as Director of Equities Management and, simultaneously, Portfolio Manager of the Oddo Génération and Oddo Proactif Europe funds.
Mr. Bert is a graduate of ISC Paris and the Centre de Formation à l’Analyse Financière (CFAF), and is a member of SFAF (Société Française des Analystes Financiers).
Postes actifs de Louis Bert
| 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. | Directeur en chef des Investissements | - |
Anciens postes connus de Louis Bert
| Sociétés | Poste | Fin |
|---|---|---|
Oddo BHF Asset Management SAS
Oddo BHF Asset Management SAS Investment ManagersFinance Oddo BHF AM is an active, long-term manager that offers a unique range of effective investment solutions on all main asset classes: European equities, corporate bonds (investment grade and high yield), convertible bonds and asset allocation solutions. The firm invests globally in a variety of asset classes including equity, fixed-income, convertible bonds, money market instruments, alternative assets and private equity. They have special expertise in mid-caps, theme investing, and quantitative equity management and manage a range of strategies including money market, hedge, balanced, active asset allocation, structured products and multimanager. Oddo BHF AM follows a bottom-up approach based on in-house fundamental research to select stocks and exploit market inefficiencies. Their equity and fixed-income teams operate in close relationship, using a combination of quantitative and fundamental analysis. | Directeur en chef des Investissements | 01/07/2007 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Oddo BHF Asset Management SAS
Oddo BHF Asset Management SAS Investment ManagersFinance Oddo BHF AM is an active, long-term manager that offers a unique range of effective investment solutions on all main asset classes: European equities, corporate bonds (investment grade and high yield), convertible bonds and asset allocation solutions. The firm invests globally in a variety of asset classes including equity, fixed-income, convertible bonds, money market instruments, alternative assets and private equity. They have special expertise in mid-caps, theme investing, and quantitative equity management and manage a range of strategies including money market, hedge, balanced, active asset allocation, structured products and multimanager. Oddo BHF AM follows a bottom-up approach based on in-house fundamental research to select stocks and exploit market inefficiencies. Their equity and fixed-income teams operate in close relationship, using a combination of quantitative and fundamental analysis. | 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 |
















