Sycomore Sélection Responsable: Portfolio Manager Comment Q1 2022

In Short

Commentary for Q1 2022 on Sycomore Sélection Responsable by Cyril Charlot Founding partner, Olivier Cassé, CFA Senior PM, Bertille Knuckey, Head of ESG Senior & PM and Giulia Culot, Senior PM at Sycomore Asset Management
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Sycomore Sélection Responsable: Portfolio Manager Comment for  Q1 2022

Market Environment

After a bullish year in 2021, Eurozone equity markets experienced much higher volatility in the first months of 2022 following the publication of record inflation readings in the United States and in Europe, and as the first monetary tightening measures proved stronger and faster than initially expected

 

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Sycomore Sélection Responsable I Comment Q1 2022
Cyril Charlot

Cyril Charlot

Founding partner

Shikhar Ranjan

Olivier Cassé, CFA Senior Portfolio Manager

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Bertille Knuckey

Head of ESG & Senior Portfolio Manager

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Giulia Culot

Senior Portfolio Manager

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