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Quarterly Investment Review – Q1 2021

Quarterly Investment Review – Q1 2021

“And bonds are not the place to be these days. Can you believe that the income recently available from a 10-year U.S. Treasury bond – the yield was 0.93% at yearend – had fallen 94% from the 15.8% yield available in September 1981? In certain large and important countries, such…
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Quarterly Investment Review – Q4 2020

Quarterly Investment Review – Q4 2020

“Capitalism without bankruptcy is like Catholicism without hell. Markets work best when participants have a healthy fear of loss. Howard Marks “The US is now on a path whereby every sitting US president seems intent on adding as much debt into the national ledger as all of his predecessors combined.”…
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Revue trimestrielle d’investissement T4 2020

Revue trimestrielle d’investissement T4 2020

«Le capitalisme sans la faillite, c’est comme le christianisme sans l’enfer. Les marchés fonctionnent mieux lorsque les participants éprouvent une peur salutaire de la perte.» Howard Marks «Les États-Unis suivent désormais un modèle selon lequel chaque président en exercice semble déterminé à alourdir la dette nationale autant que tous ses…
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Chart of the Month – «If you ask me anything I don’t know, I’m not going to answer» Yogi Berra

Chart of the Month – «If you ask me anything I don’t know, I’m not going to answer» Yogi Berra

«If you ask me anything I don't know, I’m not going to answer» Yogi Berra And yes, here we go again with one of Yogi Berra’s insightful quote, which, this time, applies for the fate of the economy. It’s anybody’s guess today to give an indication of where the global…
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Chart of the Month – High market dispersion creates alpha opportunities!

Chart of the Month – High market dispersion creates alpha opportunities!

High market dispersion creates alpha opportunities!   Due to the Covid-19 pandemic outbreak, 2020 is un-comparable to any other year in financial markets. Authorities in major countries in the World have taken drastic measures to save lives, which have a large negative impact on economic activity. As a response, central…
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Q3 2020 – NS Quarterly Investment Review

Q3 2020 – NS Quarterly Investment Review

“The Fed is following the markets, not the other way round.” Christopher Wood   “At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. It also assumes…
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Chart of the Month – Bike-to-school

Chart of the Month – Bike-to-school

Bike-to-school September most often means back-to-school time. This year it takes place in a particular context. Our habits have been disrupted over the last few months, our mobility has been reduced, and there is an awareness of our own well-being and the environment. Social distancing and lockdowns led people to…
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Resilience, transforming theory to action.

Resilience, transforming theory to action.

How did Notz Stucki manage the Covid-19 situation? Some answers from our CIO, Angel Sanz.     Past performance is not indicative of future results. The views, strategies and financial instruments described in this document may not be suitable for all investors. Opinions expressed are current opinions as of date(s)…
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Quarterly Investment Review

Quarterly Investment Review

“Policymakers have conjured tons and tons of money out of thin air. As a result, we are now in a situation where never before in history has so much money been chasing so few goods and so few financial assets.”” Charles Gave In the second quarter equity markets rallied strongly…
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Chart of the Month – Active Management is back!

Chart of the Month – Active Management is back!

Active Management is back! During March, the Covid-19 pandemic has forced authorities of a vast majority of countries to implement lockdowns and impose physical distancing measures to contain the spread of the virus. Almost all economic sectors have been literally shut down overnight. This unprecedented situation resulted in some of…
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Antonio Mira
CHIEF FINANCIAL OFFICER, MEMBER OF THE EXECUTIVE COMMITTEE

Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

The challenge is to have the right agenda to orient the business, its transformation and the appropriate use of data.

Sébastien Poiret
DEPUTY HEAD OF WEALTH MANAGEMENT

Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

It’s all about finding the right balance between making money, capital preservation and liquidity.

Abir Oreibi
BOARD DIRECTOR

Abir Oreibi joined the Board of the NS Partners Group in 2018, where she brings her truly international perspective and rich experience.
Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
Abir holds a BA in Political Sciences from the University of Geneva. She is an investor, and member of advisory and innovation boards.

Nothing great is created by following the herd. Whoever has heard of Alexander the Average?

Romain Pidoux, CAIA

Add Your Heading Text Here

Romain Pidoux joined NS Partners in 2011 and heads the Group’s Risk Management.
He started his financial career in 2005 as Head of Quantitative Analysis for a Swiss Family Office, selecting funds and managing portfolio allocation. In 2008, he switched to the alternative world and joined Peak Partners as hedge funds analyst.
He is a Chartered Alternative Investment Analyst (CAIA) and holds a Master’s degree in international relations from the Graduate Institute of International Studies at Geneva University.

If you want peace, prepare for war. The same goes with risk management.

OUR FUND SERVICES Fund Engineering & Set Up

We coordinate your fund project from end to end and assist you through all the legal, administrative, regulatory and operational steps required to launch a Luxembourg investment fund.

We assist you with constitutive documents drafting (articles of incorporation and prospectus), the investment management, advisory and distribution agreements, the central administration, custodian bank and domiciliation service agreements, the risk management process, as well as the internal investment guidelines. We organise the operational setup and help you select all the providers and partners you need.

We advise you, file the constitutive documents of your fund and liaise with Luxembourg authorities (CSSF) until approval.

INTERESTED ABOUT OUR FUND ENGINEERING & SETUP SERVICES?

contact ns partners

INTERESTED ABOUT OUR FUND ENGINEERING & SETUP SERVICES?

contact ns partners
OUR FUND SERVICES Distribution support & Fund registration

The marketing of your fund is an essential factor of your success. Yet, distributing funds, both within and beyond Europe, can be a daunting task for investment managers, who struggle to meet their various reporting requirements.

Our seasoned and multi-lingual team masters the intricacies of European regulatory constraints and acts as a single point of contact with the various service providers.

Thanks to our total independence and close relationships with service providers, we offer impartial advice and help you obtain competitive prices. Naturally, our service is tailored to your specific distribution requirements.

We also assist you in devising and implementing your distribution strategy and introduce you to our network of distribution specialists in Europe.

INTERESTED ABOUT OUR Distribution support & Fund registration?

contact ns partners

INTERESTED ABOUT OUR Distribution support & Fund registration?

contact ns partners
OUR FUND SERVICES Independent Directorship

Under new UCITS V and AIFMD directives, the role of the Independent Director has become more important and is now considered a profession in its own right.

Indeed, your fund’s Board should ensure that high standards of corporate governance are applied at all times and have a good professional standing, appropriate experience, act fairly and independently in investors’ best interests and operate with due care and diligence in the performance of their duties. Additionally, the Board should ensure compliance with all applicable laws, regulations and with the fund’s constitutional documents.

Our panel of independent directors are all seasoned fund professionals with over 20 years’ experience in the asset management industry. They also cover a wide range of professional skills and backgrounds, including administration, regulatory, operations, legal, tax, portfolio management and risk management functions.

INTERESTED ABOUT OUR Independent directorship?

contact ns partners

INTERESTED ABOUT OUR Independent directorship?

contact ns partners
OUR FUND SERVICES Risk Management & Compliance

Risk management is in our DNA.

We provide you with an integrated risk and investment compliance management service. Being an integral part of our IT infrastructure, our risk systems guarantee an effective assessment and management of financial risks. They include a full range of risk indicators adapted to the risk profile, the asset class, as well as each fund’s investment strategy.

Based on the best market practices and compliant with ALFI and ESMA guidelines, our risk management services include:

  • Appraisal and monitoring of portfolio risk
  • Regulatory risk and investment compliance (including asset eligibility)
  • Periodic monitoring of asset evolution for UCITS and AIF vehicles
  • Independent NAV supervision
  • Production of customized risk management reports
  • Historical VaR, parametric VaR and Montecarlo simulation

INTERESTED ABOUT OUR Risk Management & Compliance?

contact ns partners

INTERESTED ABOUT OUR Risk Management & Compliance?

contact ns partners
OUR FUND SERVICES Investment Management

Thanks to our 55 years’ experience in managing conventional and alternative investment funds, we have acquired a unique expertise in asset management.

And because we focus on multi-manager funds, we have developed a strong and disciplined manager selection process that allows us to find and monitor the best Investment Managers if needed.

INTERESTED ABOUT OUR Investment Management?

contact ns partners

INTERESTED ABOUT OUR Investment Management?

contact ns partners
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