Samir Djouadi

NPA is an active, long-term manager which specializes in managing US equities and absolute return products. They have a long-term vision and utilize research from sell-side analysts to try to determine the future developments of various sectors. Their macroeconomic vision leads to a strategic asset allocation that determines their equity exposure. The firm aims to select Western equities which are able to compete globally, investing mainly in energy, mining, gold and agricultural production companies. Within these sectors, they believe the most important selection criterion is management and aim to understand the firms' management strategy and their ability to achieve a substantial net margin.

AAIS is an active, conviction-driven manager which performs fundamental analysis, aiming to identify portfolio value, structural and cyclical themes, investment opportunities and selection of securities and mutual funds. The firm collaborates with Banque Neuflize OBC and ABN AMRO Advisors to select mutual funds and provide consulting services. Their analytical teams perform qualitative studies to evaluate mutual funds and management companies. AAIS’s multi-management revolves around two activities: Multi-asset portfolio management combines funds of funds, funds of mandates and profiled funds designed for private and institutional clients in France, Netherlands and worldwide; and Alternative investment offers a range of absolute performance oriented solutions (non-benchmarked), alternative solution (Hedge Funds and Private Equity) as well as risk budget-constrained solutions.