of different Opportunities
of different Opportunities
of different Opportunities
of different Opportunities
of different Opportunities
of different Opportunities
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of different Opportunities
of different Opportunities
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of different Opportunities
of different Opportunities
News & Views
Monthly Commentary December
GAM Star Credit Opportunities (EUR) December was a positive month for markets and for the fund. Despite the rise in Covid-19 infections, we saw the beginning of vaccination programmes within a certain number of countries. Moreover, there were positive …
Outlook 2021: Subordinated Debt – A Credit Sweet Spot
Several areas of the subordinated debt market look attractive heading into 2021, both from an income and upside potential perspective. We are constructive on the subordinated debt of high-quality financial issuers heading into 2021, supported by the pr …
Monthly Commentary November
GAM Star Credit Opportunities (EUR) November was a strong month for markets and for the fund with positive catalysts for the securities we hold. Firstly, the UK Prudential Regulatory Authority (PRA) gave its opinion on legacy bonds from UK banks and t …
Monthly Commentary December
GAM Star Credit Opportunities (EUR) December was a positive month for markets and for the fund. Despite the rise in Covid-19 infections, we saw the beginning of vaccination programmes within a certain number of countries. Moreover, there were positive …
Credit Analyst corner
Yi Qian – Comparing a new issue from Standard Chartered with existing bonds. – The credit quality of Standard Chartered is one that we like and we have been investing in the company for many years. The bank was cautious when reporting its September res …
Outlook 2021: Subordinated Debt – A Credit Sweet Spot
Several areas of the subordinated debt market look attractive heading into 2021, both from an income and upside potential perspective. We are constructive on the subordinated debt of high-quality financial issuers heading into 2021, supported by the pr …
Our Company
Our History
Atlanticomnium is an independent Geneva-based fund management company with an office in London, who have specialised in credit investing since they were founded in 1976. The fund managers, Anthony Smouha and Gregoire Mivelaz, have a combined experience of over 40 years in credit analysis and, as a result, have cultivated a loyal client base of institutions, banks, brokers and finance companies, as well as managing assets for GAM since 1985.
Independent and dedicated
The Team
Investment team with more than 100 years of relevant experience. Highly automated, exception based operating environment with use of outsourced providers for strategic support services such as IT and investment systems. Highly automated interfaces with GAM for the funds platform allowing the firm to dedicate itself fully towards the investment management responsibilities.
Specialist Advisor Of Multiple Funds
GAM
GAM was attracted to our strategy and we started to manage our first GAM bond fund, the beginning of a long-lasting relationship with GAM which has resulted in the launch of several other funds in different currencies.
Advanced. Focused . Flexible
Investment Funds
We use intensive, bottom-up research to identify investment grade and high quality issuers with robust long-term businesses. We then analyse and select bond issues from lower down the company’s capital structure to earn attractive yields. Focusing only where we see the richest opportunity set, for instance within the financials sector and in hybrid bonds, we build a highly diversified portfolio of conviction ideas which has relatively low correlation to benchmarks and traditional credit funds.
