Louis Bert was born in France in 1963. He graduated from ISC Paris with a Masters in management and is also a graduate of the Société Française des Anaystes Financiers (SFAF). Louis started his career in 1987 as an equity seller at Crédit Agricole Asset Management (now Amundi) and in 1989 started his fund management career. In 1995 he became the head of European equities. Louis joined Oddo Asset Management in 2003 where he was the director of European equities management and since 2007 he has been chairman of the board of Dorval Finance and manages a number of French equity funds. Louis has been managing funds for over 22 years and is a member of the SFAF. Outside of fund management he enjoys painting and the cinema and theatre.
Stéphane Furet was educated at the Ecole Supérieure Libre des Sciences Commerciales Appliquées (ESLSCA) in Paris, where he studied finance. He joined Dorval Finance in 2004 where he is a portfolio manager. Stéphane has over 15 years of investment experience and is a qualified member of the Société Française des Analystes Financiers.
The Fund has as investment objective to participate in rising interest rates and equity markets of the euro zone, when market conditions allow it, through an active and flexible asset allocation in order to outperform its composite index benchmark 50% EONIA Capitalized + 50% EUROSTOXX 50 NR. The Fund will be exposed between 0 and 100% to equity markets of the European Union. It may be completely covered against equity risk through the use of derivatives.
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