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Mirabaud - Discovery Convertibles Global Strategy

Discovery Convertibles

Mirabaud - Discovery Convertibles Global Strategy

Our strategy takes a highly dynamic approach to global convertibles by selecting high growth opportunities in small and mid-cap companies with a sustainable focus to capture upside potential with an effective protection against volatility.

Reduce your Credit and Interest Rate Risk

As global growth and inflation continue, convertibles can be a diversifier for bond investors looking to reduce the impact of rising interest rates

Diversify your sources of return

For bond and equity investors, convertibles provide access to companies that are not normally found in traditional equity or fixed income benchmarks

Discovery Convertibles

Key Characteristics

EXCLUSIVE SMALL AND MID CAP FOCUS

We select global convertible issuers with a market capitalisation below US$5 billion that have higher representation in high growth industry sectors, such as healthcare and technology. This small and mid-cap segment, in terms of number of issues, represents close to 50% of the total global convertible universe, yet it remains unrepresented in traditional benchmarks.

DISCOVERING THE NEXT WINNERS

We look for young and innovative companies before they become widely recognised, which exhibit strong fundamentals and attractive valuations. We target disrupters that can realise significant growth in revenues and earnings through unique products and market dominance.

 

HIGHLY ACTIVE APPROACH

We hold a concentrated portfolio of 50 positions, using proprietary research to select companies for their high return potential. Our high-active share reflects an unconstrained approach across sectors and regions, alongside off-benchmark opportunities. We select convertible issuers with balanced profiles to optimise convexity.

FULLY ESG INTEGRATED

The team use exclusions and positive selection, alongside active in-depth analysis and engagement to assess how well a company is managing industry challenges and addressing sustainability and climate transition.  The Fund is classified as Article 8 for the purpose of SFDR and will seek to obtain the SRI label awarded by the French Ministry of Finance.

Convertible bonds

Mirabaud Discovery Convertibles Global Strategy

Mirabaud Discovery Convertibles Global Strategy details, reporting and monthly commentary.

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Our videos

The role small and mid-cap play in portfolio diversification

Finding the small and mid-cap winners of tomorrow

As the compelling potential of convertible bonds increasingly appeals to clients, our discovery strategy is perfectly placed to capture many of the exciting opportunities on offer in the space

Nicolas Crémieux
Co-Head of Convertible Bonds

Discovery Convertibles

Meet the team

The team have 60 years combined experience managing convertibles, having faced all phases of the credit cycle. Lead management has been working together since 2013 and have a combination of trading and fundamental experience.

Asset management

Nicolas CRÉMIEUX

Co-Head of Convertible Bonds

Asset management

Renaud MARTIN

Co-Head of Convertible Bonds

Asset management

Célia LEVY

Portfolio Manager/Analyst

Asset management

Oanh TRAN

Analyst

AM Insights

Our latest convertible bonds insights

Author
Nicolas CRÉMIEUX
Author
Hamid AMOURA
Author
Nicolas CRÉMIEUX

Convertible bonds

Prepare for landing

Author
Nicolas CRÉMIEUX
Author
Nicolas CRÉMIEUX
Contact

Discovery Convertibles

Contact Us

Asset management

Jérôme PAGANINI

Head of Sales, Switzerland

Asset management

Alexis DINSFRIEND

Sales Executive

Asset management

Louis William WAGNER LEY

Wholesale Manager

Asset management

Benjamin CARTER

Head of UK Wholesale

Asset management

Elliot FOWLES

UK Wholesale Sales

Asset management

Deji IJAIYA-HARVEY

UK Wholesale Sales

Asset management

David BASOLA

Head of Consultants, GFI & Southern Europe

Asset management

Mattia PASTROLIN

Senior Sales Executive, Italy

Asset management

Carlotta SARTORE

Sales Excutive

Asset management

Isabelle RICHARD

Head of Sales France

Asset management

Jérôme SPOHN VILLEROY

Wholesale Director

Asset management

Elena VILLALBA

Director Iberia & Latam

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