Isaac Chebar was born in the vibrant city of Rio de Janeiro. He graduated from the University of Sao Paolo majoring in chemistry, and has been working as a fund manager for 14 years. He currently holds the position of European equity manager at DNCA Finance, and prior to this he worked at Aviva Gestion d’Actifs-Paris, Tocqueville Gestion and SGAM where he also held the position of European Equity fund manager. He currently manages the Centifolia Europe Fund along with Grégoire Scheiff.
Don Fitzgerald has worked as an investment and finance professional in Europe for the over 15 years and spent the last eight years identifying, analysing and managing portfolios of undervalued securities in both the European equity and distressed debt markets. Prior to that he spent seven years in corporate and investment banking. An Irish national, he speaks fluent French and German and has extensive cross-cultural experience having worked in Dublin, London, Frankfurt and Paris. He completed the CFA programme between 2004 to 2006 and graduated in 1996 from Trinity College Dublin with a degree in Business Studies and German. Don is currently a portfolio manager at DNCA Finance having joined the company from Tocqueville Finance SA in 2015.
The Sub-Fund seeks to achieve superior long term risk adjusted returns (i.e. returns adjusted for volatility) by investing at leat 75% in equities and equity related securities of medium sized and smaller European companies over the recommended investment term (five years). The Investment Manager expects that the majority of the Sub-Fund's equity investments will be made in companies which have acceptable returns on capital, reinvestment opportunities and some form of competitive edge.
Rank 66/228 Total Return
Rank 134/228 Standard Deviation
Rank 60/228 Max Drawdown
|65||ACA PME PEA||EUR||
|66||DNCA Invest Archer MID-CAP Europe B Cap||EUR||
|67||AXA WF Framlington Europe Microcap AC||EUR||
|68||Threadneedle Pan European Sm Cos Ret Net Acc GBX||EUR||
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|132||Henderson HF Pan European Smaller Companies A2||EUR||
|133||F&C European Small Cap ex UK C Acc||EUR||
|134||DNCA Invest Archer MID-CAP Europe B Cap||EUR||
|135||Bellevue F (Lux) BB Entrepreneur EurSmall B EUR||EUR||
|136||Raiffeisen-Europa-SmallCap R A||EUR||
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Month by Month Performance
Returns Vs Risk
- Launch date24/06/2016
- Share Class size09Mn
- Base currencyEUR
- Min. initial investment0
- Min. regular additional investment0