Yves Kramer Email & Phone Number

4 years as a buy side analyst on the technolgy sector. In 2005, I moved to Pictet Asset Management (PAM) as a portfolio manager. In 2006, I launched the Pictet Security Fund (more information on the web link at the bottom of the page). Perform full range of investment tasks including security selection, subsector allocation and portfolio construction.Analyze companies, industry groups and trends in fund's investment sectors.Manage fund's stocks, monitor fund cash flows, interface with fund accounting and compliance. Analyze and comment fund's performance relative to its benchmark. Conduct due diligence ahead of IPOs of companies in the fund's investment sectors. Support fund marketing efforts through internal/external presentations, write-ups on sector trends and interviews with the financial press.

Buy side equity analyst mainly on the Technology sector (US and Europe). Met with management of large-, mid- and small-cap companies in the technology sector. Monitored sell-side research and valuation models.Internal presentations to portfolio managers for specific investment recommendations and follow ups.

Buy side equity analyst for diverse sectors (US equities, pharmaceuticals, consumer goods, technology). Analyzed companies, industry groups and investment theme to provide timely recommendations to portfolio managers.Internal presentations to money managers for specific investment recommendations and follow ups.Full financial modeling, with DCF valuations and other diverse valuation models

High Performance Leadership Program

License, Economics