Fund Management
General Management - Management Team - Business Development - Administrative & Financial Department - Compliance & Internal Control
METROPOLE Gestion boasts a 7-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, 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.
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 fund management team: Ingrid TRAWINSKI, Jérémy GAUDICHON, Fredrik BERENHOLT, Isabel LEVY, Thibault MOUREU, Markus MAUS, Cédric HERENG.
Fredrik BERENHOLT, Portfolio Manager
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
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
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.
* Société Française des Analystes Financiers (French Society of Financial Analysts)