Gertjan van der Geer, Philippe de Weck, Gabriel Micheli Pictet Funds
Gertjan van der Geer, Philippe de Weck
& Gabriel Micheli
Fund Managers Gertjan van der Geer, Philippe de Weck and Gabriel Micheli discussed some of our interesting and exciting thematic funds. Gertjan concentrated on Agriculture, Philippe on Clean Energy and Gabriel on Timber.
Pictet are pioneers in thematic investing. For each theme we look to identify "Megatrends" – changes which are likely to occur in demographics, lifestyle, regulation and the environment, given the world is subject to persistent secular changes in social and economic factors. These Megatrends will shape the progress of human civilization over the coming decades. They help us to identify and offer excellent longer term investment opportunities for you and your clients, which in turn lead to potentially superior investment performance, as demonstrated by our impressive track records.

We have 9 thematic funds: Agriculture, Clean Energy, Timber, Water, Biotech, Generics, Digital Communication, Security and Premium Brands.
Our focus is on bottom up stock selection based on rigorous company visits and continuous risk management. We look to invest in companies where there is solid evidence of long term growth potential. Portfolios are focused and concentrated. We retain the flexibility to invest in either growth or value stocks and are benchmark aware rather than benchmark driven.

Founded in 1805, Pictet & Cie is one of Switzerland's largest private banks, wholly owned by seven partners with assets in the region of GBP 225 billion. Pictet is considered one of the leading specialist investment houses in Continental Europe, managing assets for a wide variety of institutional, retail and private clients.
Biographies

Gertjan van der Geer, Senior Investment Manager
Gertjan van der Geer joined Pictet Asset Management in 2008 and is a Senior Investment Manager in the Sector & Theme Funds team. Before joining Pictet, he worked for two years at Robeco in Rotterdam as a senior portfolio manager for the Food & Agriculture Fund. Gertjan began his career in 2001 at Fortis MeesPierson as an asset manager in the Private Banking division. Gertjan graduated with a degree in Business Economics and Financial Economics from the Free University of Amsterdam. He is a certified EFFAS (European Federation of Financial Analysts Societies) financial analyst.

Philippe de Weck, Senior Investment Manager
Philippe de Weck is a Senior Investment Manager in the Sector & Theme Funds team and manages the Clean Energy Fund. Previously he managed the PF(LUX)-Telecom fund from 2005-2007 achieving a five star rating from S&P. Philippe joined Pictet Asset Management as a buy-side technology analyst in 2004. Before joining Pictet, he worked for Credit Suisse First Boston in both New York and London as an Investment Banking Analyst from 1997-2003. Philippe holds a BA in Economics and a BA in International Relations from the University of Pennsylvania.

Gabriel Micheli, Investment Manager
Gabriel Micheli joined Pictet Asset Management in 2006 and is an Investment Manager in the Sector & Theme Funds team. He manages the Timber and the Clean Energy Funds. Gabriel graduated with a degree in Economics from the University of St. Gallen.
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