Thierry Lucas

Thierry Lucas

Founder, CIO, Portfolio Manager

Portland Hill


Philippe Ferreira

Philippe Ferreira

Director, Senior Cross-Asset Strategist

Lyxor Asset Management


Unlocking value through Fundamental catalyst-driven Investing

16 May 2018

Investment Partners

After almost a decade since the global financial crisis, the European economy is back in expansion mode. European CEOs have the luxury of long-term vision once more and have the opportunity to think strategically, to plan mergers, acquisitions and restructuring. So far, in 2018, a strong pipeline of corporate events appears to be building. When stable economies encourage corporate events such as M&A and when stock fundamentals are the dominant factor driving stock prices, long/short fundamental catalyst-driven strategies may prosper, in both benign and volatile markets. Thierry Lucas, Portland Hill’s Founder & CIO and Lyxor’s partner in the Managed Account Platform , share his views on the potential opportunities in Europe.


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