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Patrick Suck

CFA, Portfolio Manager
Oddo

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?


Bio:

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:

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, …