ITERAM - The Alternative Causerie - Q3 2023 - 2023/9/21

The Alternative Causerie - Q3 2023

ITERAM - The Alternative Causerie - Q3 2023

The Q3 2023 issue of our Alternative Causerie is out ! In this report we discuss the present market conditions and elaborate on the reasons supporting an uncorrelated and long-term approach towards Hedge Funds.

IPEM Paris 2023 - 2023/8/31

IPEM Paris 2023 #ITERAM #AlternativeInvestments #PrivateMarkets

IPEM Paris 2023

IPEM Paris 2023 #ITERAM #IPEMPARIS2023

We will be at IPEM Paris 2023, along with peers and other investment professionals, to share insights on private markets opportunities and challenges. Let's connect and meet there!

Press release - ITERAM Capital becomes a PRI signatory - 2023/4/5

ITERAM x UNPRI

Press release - UNPRI

ITERAM Capital is proud to announce that it has signed the UN-supported Principles for Sustainable Investment (PRI).

Press release - ITERAM Capital becomes a PRI signatory

Finanzmesse - Zürich 2023 - 2023/5/9

ITERAM - Finanz 2023

It was great to be in Zurich and reconnect with clients and industry peers during this fantastic event. Thank you and see you next year!

Finanzmesse - Zürich 2023

Hedge Funds Barometer - Q1 2024 - 2024/1/7

Hedge Funds Barometer Q1 2024 ITERAM Capital

Barometer Hedge Funds Q1 2024

Every quarter, we publish our Hedge Funds Barometer, in partnership with SPHERE, where we provide insights and market trends on the various hedge fund strategies (link in French).

Hedge Funds Barometer - Q1 2024

The Alternative Causerie - 2023/5/2

Alternative Causerie Q2 2023

The Q2 2023 issue of our Alternative Causerie is out ! In this report we discuss how Hedge Funds are facing their first resilience test in 2023, in an unprecedent volatility for interest rates.

The Alternative Causerie

"Hedge Funds facing a high interest rates volatility test" - 2023/5/22

ITERAM_Le Temps_May 2023_cover

Iteram_article_LeTemps_16/05/23

Marouane Daho, CAIA was recently invited by Le Temps to give his opinion and view on the strong interest rates volatility from a hedge funds perspective. (in french)

"Hedge Funds facing a high interest rates volatility test"

Press release - Head of Private Debt hire - 2023/2/28

Head of Private Debt hire

ITERAM Capital is pleased to announce that Roy Charles Bates has joined the team as Head of Private Debt.

Press release - Head of Private Debt hire

Acclaim  - Tenth Annual WealthBriefing Swiss Awards Winners 2023 - 2023/3/26

Acclaim - WBA 2023

ITERAM - Acclaim Wealthbriefing Awards 2023_Best Alternative Fund Manager

Read our CEO's interview following ITERAM Capital's Best Alternative Fund Manager recognition received during th 10th Annual Wealthbriefing Swiss Awards 2023.

Acclaim  - Tenth Annual WealthBriefing Swiss Awards Winners 2023

WealthBriefing Swiss Awards 2023 - 2023/2/9

WBA 2023

ITERAM Capital awarded the « Best Alternative Fund Manager » at the WealthBriefing Swiss Awards 2023.

WealthBriefing Swiss Awards 2023

Breakfast Presentation - Private Markets - 2023/2/8

Breakfast_08022023

On February 8th, we participated in a breakfast presentation on private markets, organized by SPHERE and SMAT, where we presented the second vintage of our Venture Capital strategy.
Click the link above to review it!

Breakfast Presentation - Private Markets

iConnections Miami - Panel Discussions - 2023/1/28

iConnections

Marouane Daho, Investment Analyst, will talk at a panel discussion on Fed Policy at the iConnections Miami 2023.

iConnections Miami - Panel Discussions

Interview in SPHERE Magazine - 2023/2/7

interview_sphere

We were interviewed by the Swiss Financial Media SPHERE and were asked a few question on our development and objectives going forward. 

Interview in SPHERE Magazine

Interview in Le Temps - 2023/1/28

Le Temps Alternative Assets

Our investment analyst, Marouane Daho, featured in the special booklet on Alternative Assets in the swiss newspaper Le Temps.

Interview in Le Temps

The Alternative Causerie - 2022/12/31

alternative causerie

q42022

The Alternative Causerie Q4 2022 report is out !
In this report we discuss Hedge Fund positioning and strategy outlook and how private market investments can provide diversified sources of returns to investors.

New Hires - 2022/11/30

post cover

ITERAM Capital SA hired Roberto Maltese, Thibaud - Pollet Thiollier and Jérôme Trotignon as part of its expansion plans.
#alternativeinvestments #hedgefunds #uncorrelated #diversification #ITERAM

New Hires

 September 2022 Battle of the Quants - London - 2022/8/31

ITERAM participated at the Battle of the Quants in London on Tuesday, September 27th 2022.
Great panel discussion with high-caliber quant managers Florin Court Capital, Gresham Investment Management , GAM Investments, Columbia Threadneedle Investments EMEA APAC, and moderated by ITERAM Capital SA.
Panel: "Quant Strategies Currently Outperforming: Why and for How Long?"

 September 2022 Battle of the Quants - London

HFM European Awards 2022 - 2022/8/31

We are pleased to announce that 3 of our funds have been shortlisted in four categories at the With Intelligence HFM European Performance Awards 2022 in London !

HFM European Awards 2022

The Alternative Causerie - 2022/9/30

q3 2022

In this report we discuss Hedge Fund sentiment and positioning following recent manager meetings by Marc Sbeghen and Marouane Daho, who traveled extensively throughout Europe and the US.
#alternativeinvestments #hedgefunds #uncorrelated #diversification #ITERAM

HF Business insights - 2022/6/30

Alternative Causerie Q4 2018

We believe that Mr. Druckenmiller’s inputs regarding investment and risk management processes are extremely insightful, and we particularly want to pick up the following items from his interview at the 2022 Sohn Conference

HF Business insights

Hedge Fund Activity - 2022/5/31

hf activity

Some Hedge Fund strategies are clearly standing out in the current market environment. There is nonetheless meaningful dispersion among strategies as global macro and CTAs outperform thanks to their long commodities/short fixed income bets while long/short equity managers have had a hard time due to their embedded beta. 


Hedge Fund Activity

Flash Update - Venture Capital - 2022/4/30

2021 Review and market outlook for VC in 2022
Venture Capital is the second largest asset class in the alternative industry with more than $2tr in AuM and is a good complement to traditional portfolios

Flash Update - Venture Capital

Article Allnews.ch - 2022/4/30

Hedge funds: une force dans des marchés instables
Le nouvel environnement doit inciter les investisseurs à revoir leurs allocations pour accorder plus d’intérêt aux hedge funds, premiers bénéficiaires du retour de la volatilité.

Article Allnews.ch

The Alternative Causerie - 2022/3/31

q4 2022

- How to thrive in turbulent markets?
- Resiliency of Private debt : a solution against higher rates and inflation

Open ITERAM des Multicoques - 2022/4/30

ITERAM is the exclusive partner of the Multihulls Open, organized by the Société Nautique de Genève to promote high-level sports practice among young talents and future Swiss champions.
Come and support them on Saturday 14 and Sunday 15 of May at the SNG !

Open ITERAM des Multicoques

Finanzmesse Zurich 2022 - 2022/3/31

Come and meet us during the 23rd staging of Switzerland’s largest financial fair for professional investors in Zurich Oerlikon, Halle 550 on April 27 and 28, 2022.

Finanzmesse Zurich 2022

WealthBriefing Swiss External Asset Management Awards 2022 - 2022/2/28

We are proud to have won the Newcomer Award 🏆 for the Best promising asset manager new to the market within the last three years in Switzerland ! 

WealthBriefing Swiss External Asset Management Awards 2022

Hedge Fund - FLASH Update - 2022/2/28

flash update

- Ukraine-Russia conflict: Hedge Fund resiliency 
- Compelling opportunities in commodities
- A new dawn for Alternatives

Hedge Fund - FLASH Update

Inverstors Choice Awards 2022 - 2022/1/31

We are pleased to announce that 3 of our funds won the 2022 EMEA Top Performer - Investors Choice Awards 2022 🏆 in 4 categories.
The awards honours fund managers that have achieved outstanding risk adjusted absolute returns.

Inverstors Choice Awards 2022

Article Allnews.ch - 2022/1/31

Retour de la volatilité: les stratégies alternatives un atout incontournable
La gestion alternative offre une palette très variée de profils d’investissements selon l’appétit au risque et les contraintes de liquidité et de taille de chaque investisseur.

The Alternative Causerie - 2021/12/31

q12022

Q1 2022: In this issue we address:
- Hedge Funds ready to capture greater volatility
- Expanded opportunity set in Private Markets

ALTERNATIVE INVESTMENT AND LENDING SPECIALISTS, ITERAM CAPITAL AND MENARA CAPITAL, ENTER INTO A STRATEGIC PARTNERSHIP - 2021/12/19

ITERAM Capital SA, an independent alternative asset manager, and Menara Capital Ltd, an innovative financial services company, today announced that they are entering into a strategic partnership to accelerate the growth and momentum of their lending and financing activities.

ALTERNATIVE INVESTMENT AND LENDING SPECIALISTS, ITERAM CAPITAL AND MENARA CAPITAL, ENTER INTO A STRATEGIC PARTNERSHIP

The Alternative Causerie - 2021/10/31

q32021

Q3 2021:  In this issue we address:
- 1-to-1 meetings are back
- Market volatility: an opportunity for Alternatives to shine
- Attractive entry point in Healthcare-Biotech

Hires - 2021/9/30

press release

PRESS RELEASE
ITERAM BOLSTERS ALTERNATIVE TEAM WITH DOUBLE HIRE
Manuel Garzelli, ITERAM’s CEO, says: "Moïra and Marouane will further enhance our alternative investment expertise and will be invaluable contributors to ITERAM’s growth ambition as well as serving our clients with best-in-class alternative investment solutions."

Hires

FinanzMesse '22 - 2022/9/30

Come and meet us at #Finanz22 (19/20 January 2022)
On January 19 and 20, 2022, the 23rd edition of Switzerland’s largest financial fair will take place in Halle 550 in Zurich Oerlikon. FINANZ’22 is designed solely for professional investors such as asset managers, private bankers, family offices, insurers, and pension funds.

FinanzMesse '22

AltCredit European Awards - 2021/8/31

ITERAM is honored to be shortlisted in two categories at this year's Alternative Credit European Performance Awards 2021.
🏆 Best Private Debt - Direct Lending
🏆 Best Private Debt - Specialty Finance

AltCredit European Awards

HFM Awards - 2021/6/30

ITERAM is pleased to announce that its Macro Diversified strategy made it to the final shortlist of Top performing funds for the HFM European Performance Awards 2021 in the FoHF Specialist category.
The HFM European Performance Awards honour the best performing hedge funds in Europe.

HFM Awards

Sphere Magazine - 2021/4/30

May 2021

La tendance s’accentue depuis plusieurs années, les investisseurs se tournent de plus en plus vers les marchés privés. Volatilité, instabilité de l’économie, faible croissance et taux d’intérêts durablement bas les encouragent en effet à se tourner vers des classes d’actifs décorrélées des marchés boursiers. La Suisse compte plusieurs acteurs présents sur ces marchés privés. En voici déjà onze qui méritent de figurer sur les radars des gérants de portefeuille.

Sphere Magazine

News article - 2021/1/31

European-based global allocators spy select opportunity in developed markets, value stocks, and Asian emerging markets amid a global recovery. Marc Sbeghen, cofounder and head of fund research, outlines where he sees compelling opportunities in the market. 

News article

Allnews.ch - Interview - 2020/12/31

Spécialiste genevois des placements alternatifs
L’objectif d’ITERAM est d’offrir un accès facilité, différencié et de qualité. Entretien avec Manuel Garzelli, associé et CEO.

Allnews.ch - Interview

Alternative flash update - 2020/12/31

January 2021

Some Hedge Funds caught off guard
Hedge Fund managers takeaways
#alternative investments #hedgefunds #riskadjustedreturns #uncorrelated 

Alternative flash update

HFM Award - shortlisted - 2020/10/31

Thrilled to announce that the Alternative Income strategy made it to the final shortlist of Top performing funds for the HFM Global EuroHedge Emerging Manager Awards 2020 in the Specialist Finance category held on November 17, 2020. 
The HFM EuroHedge Emerging Manager Awards will honour the best performing and recently launched hedge funds in Europe. Nominees will have proven themselves capable of outperformance in the hardest of circumstances.

HFM Award - shortlisted

The Alternative Causerie - 2020/9/30

Q3 2020

Alternative investments performance and opportunities
SPAC's in the spotlight amid pandemic
Covid-19 impact on due diligence

Strategy anniversary - 2020/8/31

Celebrating 3 years of track record with a successful +8.3% net annualised return to investors. Private Markets investments offer investors attractive risk-adjusted returns and diversified sources of returns.

#privatemarkets #alternativeincome #riskadjustedreturns #uncorrelated #multisector #realassets #bridgefinancing #specialtyfinance

Strategy anniversary

HFR European Awards - 2020/5/31

For the second year in a row, ITERAM Capital is pleased to announce a double-win for the Healthcare Biotech strategy, at the “Hedge Funds Review - European Performance Awards 2020”. The Healthcare Biotech strategy was awarded the best sub-$100M specialist fund of hedge funds over 5 years and 10 years.

HFR European Awards

Performance - 2020/4/30

Ready to enhance and expand your portfolio with Alternatives?
ITERAM offers investors access to well needed alternative investments toolkit with strong risk-adjusted returns
#alternativeinvestments #hedgefunds #privatemarkets #uncorrelated

Performance

Private Markets - Income - 2020/2/29

post covre

Looking for innovative sources of income? Benefit from a unique and uncorrelated Private Markets investment solution that delivered +8.9% net return to investors in 2019 and +8.6% annualised return since inception in May 2017. Diversified portfolio of direct investments with predictable cash flows and high asset-collateral coverage.

Private Markets - Income

Flash Update #2: Covid-19 - 2020/2/29

March 2020

The financial meltdown worst days since 1987
Hedge Funds protecting on the downside
A new Dawn for Alternatives

Flash Update #2: Covid-19

New Board Member - 2019/12/31

ITERAM Capital is pleased to announce the appointment of Dr. Jean-Yves Rebord, an experienced attorney in Banking and Finance, as a member of the Board of Directors. Jean-Yves will significantly strengthen the regulatory and corporate governance of the firm.

New Board Member

The Alternative Causerie - 2019/12/31

Q4 2019

2019 Markets review
Hedge Funds as a diversification tool
Private Markets goes mainstream

Award Winner - 2019/12/31

december 2019

Healthcare Biotech strategy
Best sub-$100M specialist fund of hedge funds over 5 and 10 years

Award Winner

Award Winner - 2019/11/30

november 2019

Absolute Return strategy
Best FoHF multi-strategy defensive bias over 3 years

The Alternative Causerie - 2019/9/30

Q3 2019

Q3 2019
HF Performance
US consumer loans
Healthcare/biotech sector

Trip Research Notes - 2019/9/30

September 2019

Trip Research Notes

Flash Update - 2019/8/31

August 2019

Flash Update

The Alternative Causerie - 2019/6/30

Q2 2019

Q2 2019
HF Performance
Volatility Arbitrage
Life Settlement

The Alternative Causerie - 2019/3/31

Q1 2019

Q1 2019
HF Performance
Merger Arbitrage in focus
Music Royalties

The Alternative Causerie - 2018/12/31

Q4 2018
2018 Market Review
HF Performance

Insights

Hedge Funds Barometer - Q2 2024

ITERAM awarded "Best Alternative Fund Manager"

Le Temps - Alternative Investments