Clairinvest expands its team and develops its know-how with the arrival of Louis Sénéclauze and the launch of its first Actively Managed Certificate (AMC).
AMC Perpetual Capital (ISIN CH1110988172) will invest in listed US stocks, following an analysis strategy bottom-up, under the leadership of Ion-Marc Valahu and Louis Sénéclauze. CMA seeks high ROE companies undervalued by market and ignores consensus to focus on long-term opportunities. It is a quantitative analysis of qualitative companies, aided by a model that studies several fundamental indicators.
With a bachelor in foreign affairs and a master's degree in finance in London, Louis Sénéclauze joins a family office then an investment bank in Geneva. These experiences led him to develop an investment strategy based on the fundamentals of American companies.. At the time of quantitative easing, bubbles appear in the economy ; more than ever, he is convinced of the importance of anchoring the value of portfolios on cashflows companies. In 2021, Louis joins Clairinvest to launch the Perpetual Capital strategy.
Clairinvest has chosen to launch this new vehicle in partnership with the Banque Cantonale Vaudoise, which provides its expertise in setting up, issuance and secondary market of certificates. AA rated (S&P), BCV is one of the leaders in the sector, with over 500 AMC for an already issued notional of more than CHF 1.5 Mrd.
Perpetuel Capital FACTSHEET CH1110988172 01 06 2021
To find out more about the AMC, it's this way.
Clairinvest is expanding its team and developing its know-how with the arrival of Louis Sénéclauze and the launch of its first Actively Managed Certificate (AMC).
AMC Perpetual Capital (ISIN CH1110988172) will invest in listed American equities, following a bottom-up analysis strategy, under the leadership of Ion-Marc Valahu and Louis Sénéclauze. The AMC scans for companies with high returns on equity undervalued by the market and ignores the consensus to focus on long-term opportunities. It is a quantitative analysis of qualitative company data, coupled by a quant model that studies several fundamental indicators.
With a bachelor’s degree in foreign affairs and a master’s degree in finance in London, Louis Sénéclauze joined a family office and then an investment bank in Geneva. These experiences led him to develop an investment strategy based on the fundamental data on American companies. With the never-ending flow of quantitative easing, bubbles are appearing everywhere in the economy; hence, it is more important than ever to rebalance the equity allocation towards companies that can generate cash flows. In 2021, Louis joins Clairinvest to launch the Perpétuel Capital strategy.
Clairinvest has chosen to launch this new vehicle in partnership with Banque Cantonale Vaudoise which brings its expertise in the set-up, issuance, and secondary market of certificates. Rated AA (S&P), BCV is one of the leaders in the sector, with more than 500 AMCs for a notional already issued of more than CHF 1.5 billion.
Perpetuel Capital FACTSHEET CH1110988172 01 06 2021
If you want to know more about the AMC, click here.