Beating the benchmarks

Yves Choueifaty, founder of $2bn French asset management group TOBAM, talks to Madison Marriage about his “anti-benchmark” investment strategy.

In this interview Choueifaty discusses his quest to provide investors with maximum diversification via a systematic quantitative methodology that avoids the concentration risk associated with market cap-weighted indexes.

He explains what TOBAM’s “anti-benchmark” investment strategy means, how its diversification ratio operates and just how unique TOBAM’s methodology is.

He also discusses the popularity of cap-weighted indices with investors despite their flaws and how TOBAM has brought on board some of the world’s most demanding clients including Californian state pension fund, Calpers.

Lastly, as founder, president and chief investment officer of TOBAM, Choueifaty describes his personal role at the fund and how he plans to develop it over the next two years.

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