{"id":127,"date":"2023-02-01T14:45:53","date_gmt":"2023-02-01T13:45:53","guid":{"rendered":"http:\/\/local.montsegur:8000\/?p=127"},"modified":"2023-02-14T18:06:28","modified_gmt":"2023-02-14T17:06:28","slug":"montsegur-finalise-lacquisition-de-la-societe-de-gestion-sepiam","status":"publish","type":"post","link":"https:\/\/preprod.montsegur.com\/actualites\/communique-de-presse-fr\/montsegur-finalise-lacquisition-de-la-societe-de-gestion-sepiam\/","title":{"rendered":"Monts\u00e9gur finalise l\u2019acquisition de la soci\u00e9t\u00e9 de gestion SEPIAM."},"content":{"rendered":"\n\t

Monts\u00e9gur annonce avoir finalis\u00e9 l\u2019acquisition de la soci\u00e9t\u00e9 de gestion SEPIAM et accueille Yohan Kadri-Caillaux et Damien Grulier, qui d\u00e9veloppent notamment un savoir-faire particulier dans la gestion des actions europ\u00e9ennes de petites capitalisations au travers de la Sicav Sepiam Europe Small Caps.<\/p>\n

\u201c Nous recherchions une capacit\u00e9 \u00e0 investir dans des petites entreprises europ\u00e9ennes de croissance, valoris\u00e9es entre 500 millions et 3 milliards. \u201d<\/p>Fran\u00e7ois Chaulet<\/strong>Pr\u00e9sident de Monts\u00e9gur<\/em><\/cite><\/blockquote><\/figure>\n

Cette classe d\u2019actifs est tr\u00e8s difficile \u00e0 adresser correctement et nous ne trouvions pas de solution satisfaisante pour nos clients. Les fonds propos\u00e9s sur le march\u00e9 ou les ETF sont souvent trop concentr\u00e9s ou biais\u00e9s par une proximit\u00e9 g\u00e9ographique avec le pays du g\u00e9rant. Le process de Sepiam Europe Small Caps permet des s\u00e9lectionner un portefeuille tr\u00e8s diversifi\u00e9 de 120 valeurs, privil\u00e9giant la qualit\u00e9 et la croissance. Les performances 2022 ont \u00e9t\u00e9 affect\u00e9es par des sorties de capitaux massives. Elles cr\u00e9ent une opportunit\u00e9 car nous pensons qu\u2019elles continueront \u00e0 battre les indices larges comme elles le font r\u00e9guli\u00e8rement depuis de tr\u00e8s nombreuses ann\u00e9es.<\/p>\n\n\n\n\t

\u201cje suis tr\u00e8s heureux d\u2019annoncer ce rapprochement. Monts\u00e9gur figure parmi les soci\u00e9t\u00e9s ind\u00e9pendantes avec un savoir-faire \u00e9tabli dans la gestion priv\u00e9e, accessible \u00e0 partir de nombreux d\u00e9positaires et assureurs en France et \u00e0 Luxembourg. L\u2019offre de gestion en architecture ouverte est compl\u00e9t\u00e9e par un service de qualit\u00e9 et de proximit\u00e9 avec les clients : c\u2019est l\u2019axe fort de la soci\u00e9t\u00e9 qui nous a s\u00e9duit. L\u2019\u00e9quipe de gestion int\u00e8gre de l\u2019allocation d\u2019actifs et des fonds actions large cap europ\u00e9ennes. Les synergies sont donc \u00e9videntes sur les produits et les march\u00e9s cibles. Damien Grulier et moi sommes d\u00e9termin\u00e9s \u00e0 contribuer par notre exp\u00e9rience aux allocations et \u00e0 les compl\u00e9ter avec notre savoir-faire tr\u00e8s actif sur les petites et moyennes entreprises europ\u00e9ennes. \u201d<\/p>\n

Monts\u00e9gur g\u00e8re depuis plus de 17 ans une client\u00e8le essentiellement priv\u00e9e repr\u00e9sentant environ 800 millions d\u2019euros d\u2019actifs sous mandat. Les activit\u00e9s de la soci\u00e9t\u00e9 s\u2019\u00e9tendent \u00e9galement dans le conseil en gestion pilot\u00e9e aupr\u00e8s d\u2019assureurs, rendant accessible par le digital son savoir-faire en allocation d\u2019actifs et en multigestion au plus grand nombre.<\/p>\n\n\n\n\t

\"\"Damien Grulier<\/strong>Sepiam<\/em><\/cite><\/blockquote><\/figure>\n

Damien Grulier<\/strong> a d\u00e9but\u00e9 sa carri\u00e8re en tant qu’ing\u00e9nieur financier notamment chez Reuters. Il est ensuite devenu analyste quantitatif pour le compte de la soci\u00e9t\u00e9 Exane o\u00f9 il \u00e9tait en charge de conception de strat\u00e9gies quantitatives multi-classes d’actifs et multi-factoriels. A partir de 2013, il a commenc\u00e9 \u00e0 travailler dans des soci\u00e9t\u00e9s de gestion de portefeuilles d’abord comme gestionnaire des risques puis comme g\u00e9rant actions Europe notamment au sein de la soci\u00e9t\u00e9 de gestion Sepiam qu’il a cofond\u00e9. Damien est dipl\u00f4m\u00e9 Telecom Paris, Science-Po Paris et il est titulaire du CFA.<\/p>\n\n\n

\n
\"\"<\/figure><\/div>\n\n\n\t

 <\/p>\n

\"\"Yohan Kadri-Caillaux<\/strong>Sepiam<\/em><\/cite><\/blockquote><\/figure>\n

Yohan Kadri-Caillaux<\/strong> a d\u00e9but\u00e9 sa carri\u00e8re comme analyste chez Richelieu Finance en 2004. Il est ensuite devenu g\u00e9rant de portefeuilles en 2010 pour le compte de Convictions AM sur des strat\u00e9gies global macro. Il a poursuivi sa carri\u00e8re de g\u00e9rant de portefeuilles multi-assets et actions en 2015 chez Raymond James AM (devenu Gay Lussac Gestion) puis chez Sepiam qu’il a cr\u00e9\u00e9e avec Damien Grulier. Yohan est titulaire d’un master de gestion de portefeuilles et de gestion de patrimoine (Skema BS et ESCP).<\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":6,"featured_media":1802,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[26],"tags":[],"acf":[],"yoast_head":"\nMonts\u00e9gur finalise l\u2019acquisition de la soci\u00e9t\u00e9 de gestion SEPIAM. - Monts\u00e9gur Finance<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.montsegur.com\/actualites\/communique-de-presse-fr\/montsegur-finalise-lacquisition-de-la-societe-de-gestion-sepiam\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monts\u00e9gur finalise l\u2019acquisition de la soci\u00e9t\u00e9 de gestion SEPIAM. - Monts\u00e9gur Finance\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.montsegur.com\/actualites\/communique-de-presse-fr\/montsegur-finalise-lacquisition-de-la-societe-de-gestion-sepiam\/\" \/>\n<meta property=\"og:site_name\" content=\"Monts\u00e9gur Finance\" \/>\n<meta property=\"article:published_time\" content=\"2023-02-01T13:45:53+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-02-14T17:06:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.montsegur.com\/assets\/uploads\/2023\/02\/logosepiam_cadre.png\" \/>\n\t<meta property=\"og:image:width\" content=\"500\" \/>\n\t<meta property=\"og:image:height\" content=\"250\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"L'\u00e9quipe Monts\u00e9gur\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"L'\u00e9quipe Monts\u00e9gur\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.montsegur.com\/actualites\/communique-de-presse-fr\/montsegur-finalise-lacquisition-de-la-societe-de-gestion-sepiam\/\",\"url\":\"https:\/\/www.montsegur.com\/actualites\/communique-de-presse-fr\/montsegur-finalise-lacquisition-de-la-societe-de-gestion-sepiam\/\",\"name\":\"Monts\u00e9gur finalise l\u2019acquisition de la soci\u00e9t\u00e9 de gestion SEPIAM. - Monts\u00e9gur Finance\",\"isPartOf\":{\"@id\":\"https:\/\/www.montsegur.com\/#website\"},\"datePublished\":\"2023-02-01T13:45:53+00:00\",\"dateModified\":\"2023-02-14T17:06:28+00:00\",\"author\":{\"@id\":\"https:\/\/www.montsegur.com\/#\/schema\/person\/0f05ff428d4800cbc1229d12c7013b4f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.montsegur.com\/actualites\/communique-de-presse-fr\/montsegur-finalise-lacquisition-de-la-societe-de-gestion-sepiam\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.montsegur.com\/actualites\/communique-de-presse-fr\/montsegur-finalise-lacquisition-de-la-societe-de-gestion-sepiam\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.montsegur.com\/actualites\/communique-de-presse-fr\/montsegur-finalise-lacquisition-de-la-societe-de-gestion-sepiam\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\/\/www.montsegur.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Actualit\u00e9s de l'investisseur\",\"item\":\"https:\/\/www.montsegur.com\/actualites\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Communiqu\u00e9 de presse\",\"item\":\"https:\/\/www.montsegur.com\/actualites\/communique-de-presse-fr\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Monts\u00e9gur finalise l\u2019acquisition de la soci\u00e9t\u00e9 de gestion SEPIAM.\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.montsegur.com\/#website\",\"url\":\"https:\/\/www.montsegur.com\/\",\"name\":\"Monts\u00e9gur Finance\",\"description\":\"Investir. 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