CFA, Portfolio Manager
Presentation: How do long-term structural trends impact a multi-asset portfolio?
Having a strong understanding what drives the market, looking at fundamental and monetary indicators, understanding the macro environment, is important but is it sufficient to be a successful investor? What about psychological indicators and long-term secular trends? As the world is changing fast, can we generate long term alpha no matter the economic cycle by focusing on the right trends and stocks?
Patrick Suck, CFA, Portfolio Manager, ODDO BHF TRUST
Since 2020 Fund Manager / Fund Advisor for ODDO BHF Polaris Flexible
2016-2020 Portfolio Management at ODDO BHF Trust, Analyst for the Technology Sector
2015-2016 Trainee at BHF-BANK AG, Frankfurt
Academic exchange with Montana State University, Bozeman (USA) and EDHEC Business School, Nice (France)
M.Sc. Finance & Economics Man
ODDO BHF AM is part of the independent Franco-German financial group ODDO BHF. ODDO BHF AM manages assets totaling € 55.9 billion. ODDO BHF AM offers its institutional and wholesale clients a unique range of high-performance investment solutions in all main asset classes. Its ESG approach focuses on ESG criteria integration, engagement with companies and a climate policy supporting the energy transformation. The teams operate from investment centers in Dusseldorf, Frankfurt, Paris with additional locations in Milan, Geneva, Stockholm, Madrid, …