Thierry Callaut
Amount to spend: E100,000 “I chose the equity managers because they have a fairly steady conservative growth approach. WP Stewart has a concentrated portfolio of 20 names. They all have a steady track record and are consistent with their investment style. Capital’s Multi-Sector Europe is managed by analysts. I went for Kempen for a more dynamic approach and because the team is focused on European small cap. The Comgest Asia Fund is one of the most powerful investment funds in the region. The bond houses were chosen for consistency.” Amount (E) - Fund 8333 - Legg Mason America Value (US value) 8333 - Wanger New American Small Cap (US small cap value) 8333 - Com Select WP Stewart Select Growth (US growth) 5000 - Comgest Renaissance Europe (European growth) 5000 - Capital International Multisector Europe (European equities – blend approach) 5000 - Kempen New Europe Small Cap (European small cap 5000 - Comgest Asia (Asian equities) 2000 - Jardine Fleming New Economy Japan (Japanese equities – taking bets on the companies that will be part of restructuring the Japanese market) 3000 - Capital International Nouvelle Croissance International (global emerging markets) 30,000 - Pimco Total Return (US bonds) 5000 - CSAM Convertible Bond Europe (European high yield) 5000 - WestAM Global Yield Europe (global bonds) 5000 - Lombard Odier European Yield (pan-European bonds) 5000 - Adi Convex Valour (convertible bond arbitrage)
