Experienced Fund Managers
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Juillet 2017

Our Philosophy

Our portfolios are focused on high yield and convertible bonds and we want to maintain this investment philosophy and transparency for our clients.

Our investment approach is mainly “bottom-up”. We strongly believe performance can only be gained by a comprehensive and thorough knowledge of a company’s fundamentals. To help us in analysing them, we have a dedicated and highly experienced credit analyst.

Thus, our investment approach is based on “Bond picking”, unconstrained by market indexes. We invest only in plain vanilla corporate bonds (no synthetic bonds, no structured products…). Our management style is dynamic and reactive to current affairs.

Our funds

UCITS Date Class NAV YTD Performances
Dynasty Global Convertibles 21-09-2017 B (EUR)
A (USD)
B (USD)
A (CHF)
A (EUR)
B (CHF)
D (EUR)
114.06
114.69
103.19
110.72
113.1
107.81
106.84
5.78 %
6.39 %
-
5.08 %
5.43 %
5.42 %
5.44 %
Dynasty Corporate Bonds 1-3 21-09-2017 B (EUR)
A (EUR)
101.99
102.31
2.04 %
1.87 %
Dynasty High Yield 2021 21-09-2017 B (EUR)
A (EUR)
A (USD)
105.1
103.86
102.33
3.84 %
3.58 %
-
CBP Select High Yield 2019 ** 22-09-2017 A (EUR)
B (EUR)
D (USD)
E (EUR)
106.54
108.22
109.82
107.65
2.75 %
3.09 %
2.85 %
2.74 %
CBP Select Corporate 2019 ** 22-09-2017 B (EUR)
A (EUR)
109.59
107.56
2.24 %
1.95 %

(**) sub-managed by Dynasty AM for BCEE AM


The partners


  • Philippe Halb
    C.E.O and Fund Manager

    Sciences-Po Paris,
    Head of fund management,
    30 years of experience in high-yield and convertible bonds


  • Eric Bozzetto
    Director and Fund Manager

    Paris Dauphine University,
    Fund manager,
    20 years of experience in high-yield and convertible bonds.


  • Laurent Pluchard
    Director of Development

    ESCP Europe, CAIA,
    Head of Development,
    25 years of experience in financial markets and sales of high-yield and convertible bonds.


Latest news

Philippe Halb's interview by Didier Testot from 'la bourse et la vie' web TV

Interview de Philippe Halb pour la Web TV la bourse et la vie. https://www.labourseetlavie.com/bourse-avis-dexperts/philippe-halb-pdg-dynaty-am-nous-sommes-a-laffut-de-bonnes-idees

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