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Roger Guerra
Analyst-Equity chez
Banque Cantonale Vaudoise (Investment Management)
Profil
Roger Guerra is currently Senior Strategist Investment Manager at Banque Cantonale Vaudoise (Investment Management) since 2023.
Formerly, Dr. Guerra was Head of Fund Research & Senior Portfolio Manager at Edmond de Rothschild (Suisse) SA (Private Banking) from 2011 to 2022 and held the same title at Edmond de Rothschild Asset Management (Suisse) SA. Education includes undergraduate (1996), graduate (1998), and doctorate (2002) degrees from the University of Geneva.
Postes actifs de Roger Guerra
| Sociétés | Poste | Début |
|---|---|---|
Banque Cantonale Vaudoise (Investment Management)
 Banque Cantonale Vaudoise (Investment Management) Investment ManagersFinance BCV-IM is an active, growth-oriented manager which aims to achieve above average, risk-adjusted returns over the long-term. The firm allocates investments between asset classes on the basis of a top-down analysis. Their equity strategy committee makes the sector and style allocations for each geographic region, forming the basis of all portfolio management decisions. The purpose is to optimize weightings and construct benchmark portfolios. For bond selection, BCV-IM uses the same process. After the bond strategy committee meets, the bond team optimizes weightings and constructs benchmark portfolios. They then actively manage the portfolio following a bond selection approach. | Analyst-Equity | 01/02/2023 |
Anciens postes connus de Roger Guerra
| Sociétés | Poste | Fin |
|---|---|---|
Edmond de Rothschild (Suisse) SA (Private Banking)
 Edmond de Rothschild (Suisse) SA (Private Banking) Investment ManagersFinance Rothschild-PB is a conservative investment manager with a long-term outlook and a flexible investment style attuned to their customers' profile. Their overall investment approach emphasizes capital preservation and global diversification across asset classes. Their investment style is value-oriented for European securities and growth-oriented on Asian markets. The firm invests globally in equity, fixed-income, money market instruments and alternative products (arbitrage, event driven, long/short equity, trading, diversified and emerging markets). The firm uses a diversity of investment approaches, including bottom-up stock-picking based on fundamental analysis for their global and strategy-specific portfolios, and passive investment processes for their quantitative portfolios. In-house research combines contributions from a team of economists with a top-down view of markets and bottom-up analysis generated by a team of sector specialists. Analysts meet with company management as part of the research process. General investment decisions emanate from a committee, with fund managers responsible for incremental decisions. | Portfolio Manager-Fixed Income | 01/09/2022 |
Edmond de Rothschild Asset Management (Suisse) SA
 Edmond de Rothschild Asset Management (Suisse) SA Investment ManagersFinance Provides investment advice | Analyst-Equity | - |
Formation de Roger Guerra
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
65
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Banque Cantonale Vaudoise (Investment Management)
Banque Cantonale Vaudoise (Investment Management) Investment ManagersFinance BCV-IM is an active, growth-oriented manager which aims to achieve above average, risk-adjusted returns over the long-term. The firm allocates investments between asset classes on the basis of a top-down analysis. Their equity strategy committee makes the sector and style allocations for each geographic region, forming the basis of all portfolio management decisions. The purpose is to optimize weightings and construct benchmark portfolios. For bond selection, BCV-IM uses the same process. After the bond strategy committee meets, the bond team optimizes weightings and constructs benchmark portfolios. They then actively manage the portfolio following a bond selection approach. | Finance |
Edmond de Rothschild (Suisse) SA (Private Banking)
Edmond de Rothschild (Suisse) SA (Private Banking) Investment ManagersFinance Rothschild-PB is a conservative investment manager with a long-term outlook and a flexible investment style attuned to their customers' profile. Their overall investment approach emphasizes capital preservation and global diversification across asset classes. Their investment style is value-oriented for European securities and growth-oriented on Asian markets. The firm invests globally in equity, fixed-income, money market instruments and alternative products (arbitrage, event driven, long/short equity, trading, diversified and emerging markets). The firm uses a diversity of investment approaches, including bottom-up stock-picking based on fundamental analysis for their global and strategy-specific portfolios, and passive investment processes for their quantitative portfolios. In-house research combines contributions from a team of economists with a top-down view of markets and bottom-up analysis generated by a team of sector specialists. Analysts meet with company management as part of the research process. General investment decisions emanate from a committee, with fund managers responsible for incremental decisions. | Finance |
University of Geneva
 University of Geneva Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Edmond de Rothschild Asset Management (Suisse) SA
Edmond de Rothschild Asset Management (Suisse) SA Investment ManagersFinance Provides investment advice | Finance |
