Decalia poaches thematic equities manager from CPR
Swiss boutique Decalia Asset Management has appointed Clément Maclou (pictured) as head of Strategies related to changes in consumer trends and portfolio manager of its two thematic funds Decalia Silver Generation and Decalia Millennials.
Maclou will head a team of three people working on changes in consumer trends related to generational changes.
Damien Weyermann will be deputy portfolio manager of Decalia Silver Generation and Decalia Millennials.
Maclou told InvestmentEurope the Decalia Silver Generation fund will be focusing on European equities and that the portfolio will consist of 50 to 70 stocks (68 stocks at the moment).
Decalia Silver Generation invests in stocks that are related to the ageing population theme.
“For young retired people, we will focus on sectors such as leisure, personal care, mobility and financial savings and insurance. For older people, the fund will invest in sectors such as security and health and wellness including pharmacy, dependency and medical equipment (retirement houses, hospitals, clinics),” Maclou specified.
Around half of the portfolio is currently exposed to the health sector.
Decalia Millennials is a global equity fund with a portfolio of 80 to 120 stocks (106 stocks at the moment) and aims to exploit opportunities on millennials’ consumer trend.
Maclou said it is invested in technology sub-sectors such as e-life (smartphones, social media, e-commerce, big data, cyber security), gaming and entertainment, fintech.
Other sectors the fund is exposed to include eat and drink, health and wellness, leisure and style, education and energy transition.
Maclou joins from CPR Asset Management where, since 2005, he was a thematic equities portfolio manager and co-managed the CPR Silver Age strategy that focuses on the ageing population theme with Vafa Ahmadi.
Maclou started his career at Martin Maurel Gestion.
“We are very pleased to have convinced a talented manager like Clément Maclou to join us. We intend to continue to be an actor in the development of tomorrow’s talents, by offering a working environment and an entrepreneurial project that enable them to make full use of their skills,” said Xavier Guillon, partner and head of Decalia Funds.
Decalia has CHF2bn (€1.8bn) in assets under management and its range of funds, tallies 6 sub-funds. In addition, two non-Ucits strategies in private debt and non-bank mortgage have been launched recently.
It is understood the Swiss boutique, which counts 25 people, has plans to expand its team in private wealth management and asset management over the coming months.