Roger Guerra

BCV-IM is an active, growth-oriented manager which aims to achieve above average, risk-adjusted returns over the long-term. The firm allocates investments between asset classes on the basis of a top-down analysis. Their equity strategy committee makes the sector and style allocations for each geographic region, forming the basis of all portfolio management decisions. The purpose is to optimize weightings and construct benchmark portfolios. For bond selection, BCV-IM uses the same process. After the bond strategy committee meets, the bond team optimizes weightings and constructs benchmark portfolios. They then actively manage the portfolio following a bond selection approach.

Rothschild-PB is a conservative investment manager with a long-term outlook and a flexible investment style attuned to their customers' profile. Their overall investment approach emphasizes capital preservation and global diversification across asset classes. Their investment style is value-oriented for European securities and growth-oriented on Asian markets. The firm invests globally in equity, fixed-income, money market instruments and alternative products (arbitrage, event driven, long/short equity, trading, diversified and emerging markets). The firm uses a diversity of investment approaches, including bottom-up stock-picking based on fundamental analysis for their global and strategy-specific portfolios, and passive investment processes for their quantitative portfolios. In-house research combines contributions from a team of economists with a top-down view of markets and bottom-up analysis generated by a team of sector specialists. Analysts meet with company management as part of the research process. General investment decisions emanate from a committee, with fund managers responsible for incremental decisions.

Functions as a College/University

Provides investment advice