RankiaPro Funds Meeting in Luxembourg: Insights from Fund Managers
2 APR, 2025
On Thursday, March 26th, investment professionals gathered in Luxembourg for an exclusive Breakfast with Fund Selectors and Fund Buyers. The event provided a unique platform to discuss market trends, investment strategies, and economic projections for the upcoming months.
Participants had the opportunity to engage with renowned industry experts, including:
- Jian Shi Cortesi, Investment Director and Lead Manager of Chinese & Asian Equity Funds at GAM Investments
- Vincent Ollivier, Credit Portfolio Manager at RAM Active Investments
- Cole Smead, President & Portfolio Manager at Smead Capital Management
The morning kicked off with a welcome coffee, allowing fund selectors and buyers to network and exchange insights on pressing market challenges and investment opportunities. This was followed by an exclusive one-to-few meeting, where speakers shared their firm's strategies, fund perspectives, and key investment considerations. Attendees walked away with valuable takeaways on portfolio construction and asset allocation in the current financial landscape.
RankiaPro continues to bridge connections between investment professionals and industry leaders, fostering meaningful discussions and delivering high-quality content on asset management trends.
Jian Shi Cortesi, Investment Director, Lead Manager Chinese & Asian Equity Funds, GAM Investments
GAM China Evolution Equity and GAM Asia Focus Equity both aim for long-term capital growth by actively investing in leading industries driven by consumer demand and innovation.
GAM China Evolution Equity focuses on attractively valued stocks in China’s evolving economy, particularly in consumer, technology, healthcare, and financial services. Managed by Jian Shi Cortesi, the strategy has delivered strong performance over more than a decade, proving resilient across market cycles and earning a 5-star Morningstar rating.
GAM Asia Focus Equity invests in a concentrated portfolio of around 50 companies across Asia (ex-Japan), targeting high-growth industries. The strategy generates alpha through stock selection, sector, and country allocation, with added downside protection via large-cap and low-beta stocks when valuations are high.
Both funds leverage Jian Shi Cortesi’s deep expertise to identify investment opportunities in Asia’s dynamic markets.
Vincent Ollivier, Credit Portfolio Manager, RAM Active Investments
The RAM Strata Credit strategy adopts a flexible, unconstrained approach to credit investing, with a focus on high-conviction positions backed by thorough fundamental research. Targeting balanced returns across the credit spectrum, the strategy concentrates primarily on developed markets, especially Europe. Its success stems from a disciplined investment process built on three pillars: identifying fundamentally strong issuers, assessing relative value opportunities within capital structures, and ensuring a clear catalyst exists to unlock value. This structured approach has enabled the strategy to deliver strong risk-adjusted returns over the past five years. With an emphasis on rigorous screening, selection, and research, the strategy is well-positioned to adapt to evolving market conditions. It offers investors a resilient and compelling option in the European credit market.
Cole Smead, CEO & Portfolio Manager, Smead Capital Management
Smead Capital Management presented its distinctive approach to equity investing, focusing on long-term value creation through a disciplined, low-turnover strategy. The firm caters to individuals, advisors, family offices, and institutions worldwide, offering investment solutions through mutual funds, separate accounts, and other vehicles. With an emphasis on selecting high-quality companies, Smead Capital seeks to help investors navigate market uncertainty and achieve sustainable wealth growth.