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Quest sustainable

Quest Sustainable, a diversified strategy managed with conviction and a long heritage in integrating ESG

Active Equity
Our strategy is designed to achieve stable long-term outperformance with lower drawdowns over a cycle. It uses a systemic approach based on a proprietary “4P” scoring model with sustainability as a standard.

  • #1 Providing a complementary equity allocation

  • #2 Leveraging the scale and rigour of a quant approach

  • #3 Capitalising on an experienced team

Our investment philosophy

1.

We believe that investors make systematic mistakes chasing the next growth story. This creates a persistent behavioural bias and investment opportunities.

2.

We seek to exploit these opportunities by focusing on quality companies with attractive valuations and lower risk via our “4P” framework.

3.

A robust quantitative approach provides breadth in analysis and ensures more objective and efficient portfolio construction.

   

How do we invest?

The strategy combines the outputs of a proprietary “4P” framework with an ESG scoring that has been developed and refined over the last 20 years.

The “4P” framework evaluates the exposure of each company within the universe to four factors we have identified as the key determinants of long-term active returns: Profitability, Prudence, Price and Protection.

The 4P framework
The ESG scoring

The Quest team validates the outputs of the scoring and considers additional material information that cannot be captured in a quantitative way.

  • This allows us to mitigate the negative effects resulting from the implementation of a quantitative approach, whether it be averaging effects, backward-looking or false positive and negative signals.
  • It also increases the depth of our analysis and the strength of our conviction, which lead to a more concentrated portfolio with higher active shares than many other quant approaches.

Our team

Our Quest team is stable and consists of 20 professionals with an average industry experience of 15+ yearsAs of 01.04.2024. Team members have diverse backgrounds, as well as a strong academic culture with 80% of our investors having PhDs in varied fields such as Maths, Econometrics, Seismology, Finance and Physics.

Portfolio Managers for Quest Sustainable are Reda Jürg Messikh, Pradeep Pratti and Laurent Nguyen.

Our Quest team manages various regional versions of the Quest Sustainable strategy, including a Global and a European approach. We can tailor our strategy to meet our clients' specific needs. For further details, please don't hesitate to get in touch with us.

  • 15+ years of industry experience

    Experienced quant team

Source: Pictet Asset Management, 01.04.2024