Estelle Menard works for Credit Agricole Asset Management and is based in Paris. She has a bottom-up stockpicking approach to investing and focuses on companies with financial restructuring or economic restructuring potential.
The compartments investment objective is to outperform global equity markets over the long-term i.e. 5 years minimum - by investing in shares of companies which either establish or benefit - fully or partly - from disruptive business models. The Compartment's equity exposure will be between 75% and 120% of its assets. The Compartment uses a mix of a top-down and a bottom-up approach. Compartment invests in disruptive companies in all countries (including emerging markets) and in all economic sectors without constraint relative to an index (e.g. MSCI World).
- Czech Republic
- United Kingdom