01 December 2020 |Carmignac: From Investing in Commodities to Climate Mitigation Change
01 December 2020|4:00 PM - 5:00 PM (HKT)
Carmignac cordially invites you to a timely discussion with Michel Wirskirski, Fund Manager/Portfolio Manager, as he discusses the Investment from Commodities to Climate Mitigation Change.
Carmignac and Portfolio Manager Michel Wiskirski have, in 2020, successfully adapted to the huge transition and move, that we all witness, towards investing in Climate mitigation change. This has been done by relying on the company’s deep understanding of the energy and commodity-related sectors in which we have invested historically. Thus, the move from managing the Carmignac Commodities fund to rename and reshape it into Carmignac Green Gold is less counter-intuitive than one might think. Michel will tell about this transformation, the engines behind it, and the rationale for the move.
- Historically, Carmignac Commodities used to invest in the Energy and Mines and Metals sectors
- It was turned into another fund during 2020, called Carmignac Green Gold, investing in companies contributing to climate change mitigation, generally:
- High moat innovative companies
- With a technological edge
- Bringing a solution to environmental issues across
- The whole renewable energy & industrial value chain
- A thematic ESG approach with a detailed company ESG analysis
Fund Manager/Portfolio Manager
Michel Wiskirski is a Fund Manager in the International Equities team, specialized in commodities. He joined Carmignac in 2014 as a Product Specialist in Emerging Markets and Commodities before being appointed as an Analyst specialized in Emerging Markets in 2015 and then as a Fund Manager in 2018. He started his career in 2006 at Crédit Agricole CIB where he worked as a Financial Analyst and shifted to BNP Paribas-Fortis Banque in 2007 where he held the position of Credit Analyst until 2008. In 2010, he joined UBS Investment Bank in London as an Associate in the EMEA Cross Asset Solutions team, a position he held until 2014. Michel holds a Master’s degree in Finance from ESSEC Business School, and two Master’s degrees in Law, one from the University of Oxford and one from the University of Paris II-Assas.