METROPOLE Gestion boasts a 15-person portfolio management team.
- One philosophy: the selection of undervalued stocks with catalysts.
- Investment ideas shared through a collegiate decision-making process.
- A variety of languages, cultures and educational backgrounds.
- Spoken languages: French, English, German, Spanish, Italian and Swedish.
Isabel LEVY, Managing Director, Chief Investment Officer
SFAF* member (2001), DESS (post-graduate degree) in Currency, Banking and Finance (Paris I University, 1984), Masters degree in Economics (Paris I University, 1983).
Head of European Fund Management at CCR Actions (1998-2002), she managed the first range of value funds in France. Prior to that, she was a portfolio manager for a Japanese equity fund at BAII (BNP Group) (1987-1996), then a mutual fund manager at BTP Investissements (1996-1997) and at Dexia AM (1997-1998).
Ingrid TRAWINSKI, Deputy Managing Director, Co-Chief Investment Officer
SFAF* member (2000), DESS (post-graduate degree) in Finance (Grenoble II University, 1997), IEP (Political Studies Institute) in Grenoble (1996), Masters in Economics (Grenoble II University, 1995).
After three years working as a buy-side analyst and manager of a fund focused on financial groups at CPR Gestion, Ingrid moved on to become a European equities portfolio manager at HSBC AM Europe (2000-2003), then at LBP AM (French postal bank) (2003-2005), and finally at Prado Epargne Gestion (2005-2007). She joined METROPOLE Gestion in 2007.
Cédric HERENG, Deputy Managing Director, Co-Chief Investment Officer
SFAF* member (2002), DEA (post-graduate degree) in Currency, Finance and Banking (Paris II University, 1997). Masters degree in Economics (Paris II University, 1996).
Assistant portfolio manager at Fortis Investment Management, European equities portfolio manager at HSBC AM Europe (1999-2005). He joined METROPOLE Gestion in 2005.
Equity fund management
The equity fund management team consists of 7 portfolio managers with 20 years of experience on average and expertise covering all cap sizes.
The equity fund management team: Ingrid TRAWINSKI, Jérémy GAUDICHON, Fredrik BERENHOLT, Isabel LEVY, Thibault MOUREU, Markus MAUS, Cédric HERENG.
Fredrik BERENHOLT, Portfolio Manager, Partner
CFA (Chartered Financial Analyst, 2003). Stockholm School of Economics (1991).
As Head of Equities Management at SCOR since 2004, Fredrik built his entire career at this French reinsurance company, first as a Non-Life Insurance policy agent for the Nordic and Baltic states (1991-1999) and then as an equity fund manager (1999-2004). He joined METROPOLE Gestion in 2006.
Jérémy GAUDICHON, Portfolio Manager
SFAF* member (2017) and from ESGF (Paris Finance and Management School) in 2001. After heading up the trading desk at Richelieu Finance from 2001 to 2008, then at KBL Richelieu from 2008 to 2010, Jérémy worked as a portfolio manager in KBL Richelieu's European Equities Management team from 2010 to 2015. He joined METROPOLE Gestion in 2015.
Markus MAUS, Portfolio Manager, Partner
Member of the DVFA (German society of investment professionals), European Financial Analyst Degree (2001), Degree in Business Administration and Engineering (Universities of Kaiserslautern and Brussels, 1999), Mechanical Engineer (Kaiserslautern University, 1999).
After working as a portfolio manager in Germany at Commerzbank in Frankfurt, then at FIVV AG in Munich (1999-2003), Markus joined METROPOLE Gestion in Paris in 2003.
Thibault MOUREU, Portfolio Manager, Partner
CFA (Chartered Financial Analyst) 2013, Master in Science of Management (EM Lyon Business School, 2007), Masters degree in Economics & Business Administration (Barcelona Autonomous University, 2006), and Master in Applied Economics & Business Management (Paris IX Dauphine University, 2004). Thibault MOUREU worked as a buy-side analyst European equity at Tocqueville Finance SA (2006-2014). He joined METROPOLE Gestion in 2014.
Bonds & Convertibles team
The Bonds and Convertibles team consists of 5 portfolio managers with over 14 years of experience on average.
Bonds & Convertibles team: Cédric HERENG, Ingrid TRAWINSKI, Benoit de LAVAL, Isabel LEVY, Geoffroy LEFEBVRE d'HERBOMEZ.
Benoit de LAVAL, Portfolio Manager
Graduated from Audencia Business School – Master in finance (2012) and from ENSTA Bretagne – Engineering School (2012), AMF certification (2014). After two internships as portfolio manager assistant at METROPOLE Gestion (2010) and Amundi AM (2011), he worked as a consultant in Financial Services Industry at Mazars Advisory (2012-2013). He joined METROPOLE Gestion in February 2014 as Risk Management Officer and became portfolio manager in April 2017.
Geoffroy LEFEBVRE d'HERBOMEZ, Portfolio Manager
AMF certification (2015), Master's in Finance from Audencia Nantes (2012), graduated in engineering from the Ecole Centrale de Nantes (2012). Geoffroy started as a Consultant in the project financing team at Ernst & Young Advisory (2012-2014) before becoming Private Equity Associate at Industries & Finances Partenaires (2014-2015). He joined METROPOLE Gestion in 2015 as Internal Control Officer and became portfolio manager in March 2018.
Portfolio Managers Assistants
France ZEZIOLA, Head of Portfolio Managers Assistants, Partner
Licence (graduate degree) in Japanese (Paris VII University, 1983), Diploma in Speech Therapy (Paris VII University, 1977).
After working as a portfolio manager at Prigest, France held a position as a portfolio management assistant at IFDC from 1996 to 2002. Prior to that, she was a consultant to institutional investors at Robert Fleming France (1984-1992) and at Dai-Ichi Securities (1993 -1994). She joined METROPOLE Gestion in 2003.
Sébastien MAGNE, Co-Head of Portfolio Managers Assistants
Master’s degree in Economics & Business Administration (Cergy Pontoise University, 2000).
After working as a portfolio manager assistant at NSMD (2002-2004) Sebastien held a position as a portfolio manager assistant at BPSS from 2004 to 2005. He joined METROPOLE Gestion in 2005.
* Société Française des Analystes Financiers (French Society of Financial Analysts)