Webinar presenting the OYSTER US Core Plus fund managed by Dolan McEniry Capital Management.

Investment Philosophy
Dolan McEniry focuses on companies with wide margins of safety, and bonds with wide spreads. Dolan McEniry takes a lender’s approach to fixed income investing.

Strategy Objective 
The Dolan McEniry Core Plus strategy seeks to provide excess returns through the identification of undervalued securities using free cash flow credit analysis. This strategy is based on a core allocation to US corporate bonds with a 20+ year track record.

ABOUT Dolan McEniry
Founded in 1997 and based in Chicago (Illinois, USA), Dolan McEniry is an investment firm independently owned and controlled by its two partners, Daniel Dolan, the founder, and Roger McEniry, who joined in 2001. The firm manages US corporate bond strategies with a focused, fundamental value, long-term approach. It is registered with the US Security and Exchange Commission.

Discover the OYSTER US Core Plus Fixed Income Strategy

Webinar presenting "The ZADIG WAY" in managing the new Oyster Sustainable Europe fund, which integrates Socially Responsible criteria at the heart of this robust investment process.

WHAT IS THE ZADIG WAY ?
•	An active fundamental, style agnostic, bottom-up, valuation driven stock picker
•	A proven investment philosophy developed over the last 30 years
•	A concentrated but diversified portfolio with controlled active risk
•	Relying mainly on internal research

OYSTER Sustainable Europe strategy, managed by Adrien Vlad and Louis Larere,
•	The fund is concentrated with 25 to 30 European large and mid caps companies.
•	Oyster Sustainable Europe incorporates Social Responsible criteria² and focuses on companies with high sustainable earnings.
•	The fund’s AUM are 132 million Euros as of June 30th 2020.

ABOUT ZADIG
Created in 2005, Zadig Asset Management is a specialist in European equities, founded by Laurent Saglio, who previously launched and successfully co-managed the Voltaire fund from 1998 to 2005.The company manages four European equity strategies, all of which share the same unique and pragmatic investment philosophy developed by Laurent in the mid-1990s. The flagship "Memnon" fund, launched in 2011, has achieved an annualised outperformance of 2.8%, net of fees, over the MSCI Europe since its inception¹.
¹Source: eVestment, performance net of fees in EUR at the end of May 2020, since launch in February 2011. Past performance is no guarantee of future performance. 
²As at July 1st 2020, the Oyster Sustainable Europe fund does not have an SRI label.

Discover the Oyster Sustainable Europe Fund

iM Global Partner lance le fonds Oyster Sustainable Europe
- La gestion du fonds phare actions européennes de la gamme Oyster est confiée à
Zadig Asset Management
- Ce nouveau fonds ISR qui s’appuie sur les objectifs de développement durable des
Nations Unis, bénéficie de l’outil de recherche extra-financière interne de Zadig Asset
Management
- Zadig Asset Management concrétise son partenariat stratégique avec iM Global
Partner

Oyster Sustainable Europe - rencontre avec le gérant

An outstanding US quality value strategy benefiting from a 23-year track-record


About Scharf Investments strategy

Founded in 1983 and based in Los Gatos (California, USA), Scharf Investments is an investment firm that manages US, global equities and multi-asset strategies with a fundamental bottom-up and focused long-term value approach.
The strategies are based on the same unique, disciplined and repeatable investment process building portfolios of 25 to 35 quality companies offering significant margin of safety with large valuation discounts to intrinsic values, high earnings predictability and solid growth.

OYSTER US Value delegated to Scharf Investments

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