Otmane JAI from MJ&Cie shared his expertise on investment opportinities in emerging and boutique managers at the annual Pension Bridge Hedge Europe 2023 conference held in Zurich in February.
He took part in the panel discussion on ‘ Assessing the Role of Small & Emerging Managers’ , investigating current trends in emerging manager investments.
This conference, the first European edition of the With Intelligence Pension Bridge Hedge Europe summit, was a great opportunity to exchange ideas among investment professionals.
The current economic era, characterized by spiraling inflation and tightening monetary policies, has led to the rise of hedge funds as a key investment strategy.
These topics are among the most discussed by leading pensions, investors, and family offices during this event.
Some strategies took advantage of the rising interest rate and successfully complemented their portfolios to ensure consistent returns. Others suffer from legacy style or sector drift.
The changing macroeconomic trend should also prompt asset-allocators to rethink their strategic allocation to hedge funds.
Flexibility and agility are more important than ever. In this context, emerging managers can provide significant value to client portfolios.
MJ&Cie continues to be actively involved in sourcing and selecting emerging and talented managers in the broader alternative investment sectors.
Blockchain technology is gaining popularity among alternative managers, despite the headwinds of last year’s market.
Panelists continue to be bullish on the potential alpha derived from this new « asset class, » classifying Blockchain as an « opportunity to seek. »