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TOBAM

13F
TOBAM
Last update 2024-01-26 374 Stocks (33 new)
Value $1.14 Bil Turnover 5 %
Countries:
Portfolio Report

TOBAM Profile

TOBAM is an investment management firm based out of Paris, France. The company was established in 2006 by Yves Choueifaty, who continues to have an active role in the company acting as its CEO, CIO, and president. TOBAM has grown from its inception to now operate with 35 financial professionals from 11 different nationalities located in its headquarters in Paris and additional location in New York. Since its inception, all of the company’s portfolios have been managed by the Portfolio Management & Research team, which currently has 13 employees. TOBAM conducts its research internally and utilizes a quantitative methodology to make its investment decisions. The company invests in the public equity and commodity market on a global scale. TOBAM invests most heavily in the consumer discretionary sector, which alone makes up almost a quarter of its total asset allocations, and also invests in the consumer staples, utilities and telecommunications, health care, information technology, materials, and energy sectors, among others to a lesser degree, in order of decreasing allocation. The company’s top 10 holdings make up just under a third of its total asset allocations and the company has a relatively high turnover rate of approximately 47.7%. TOBAM holds approximately $7.7 billion in total assets under management spread across 125 accounts, all of which are discretionary accounts. Both of the company’s total number of accounts and total assets under management have been increasing in recent years with its total managed assets growing significantly from just under $1 billion back in 2011 to well over 7 times that amount today. TOBAM mainly caters to pension and profit sharing plans, which alone makes up over half of its client base. All of the company’s strategies are managed with TOBAM’s patented Anti-Benchmark methodology and include a variety of regional offerings such as France, Japan, Canada, and U.S. and Global, World, Emerging Markets, and All Countries World offerings.
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TOBAM Total Holding History ($B)

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TOBAM's Asset Allocation

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TOBAM Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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TOBAM's Hypothetical Growth since 2023-12-31

TOBAM's Yearly Returns

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TOBAM's Holdings Heat Map

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TOBAM's Holdings Bubble Chart

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