SBAI Welcomes New Stakeholders: Mandatum Asset Management, PEO Partners, Picea Oriental Investment and Zerobridge Partners
Mandatum Asset Management
Mandatum Asset Management Ltd (MAM) is the asset management arm of Sampo Group, a large insurance group in the Nordics. As a part of Sampo Group, the firm leverages its investment heritage, expertise and broad resources to provide investment solutions and products to its clients.
MAM currently manages €29 billion in client and balance sheet assets and has a team of 120 professionals, including investment professionals with deep expertise across asset classes and experienced risk management and operations professionals. The firm offers discretionary and consultative asset management and manages a variety of investment products within its core areas of credit, alternatives and equity selection. The firm was formed in 2021 by combining the investment organisations of Sampo plc and Mandatum Life Group.
PEO Partners, LLC is an emerging liquid Private Equity Alternatives firm, co-founded in 2019 by Jean-Louis Lelogeais, former co-Founder of SVP Global, a global distressed debt and restructuring investment firm, and Randolph B. (Randy) Cohen, Senior Lecturer of Entrepreneurial Management at Harvard Business School. PEO has pioneered a proprietary investment strategy designed to provide returns comparable to traditional private equity (“PE”) funds net of fees, through public market investing. The strategy selects Russell 3000 public equities that mirror the industries and company characteristics that traditional PE firms invest in. It also involves a hedging strategy using S&P put options that seeks to reduce downside volatility and protect capital during significant market downturns. PEO is also a non-discretionary sub-advisor to Mackenzie Investments, a Canadian asset manager with over CAD $200 Billion in assets, for the Private Equity Replication mutual fund launched in December 2020 with CAD $15 million.
Picea Oriental Investment Management Limited
Picea Oriental Investment Management Limited is a Hong-Kong based SFC Type 9 licensed company. The company is led by Rebecca Xu, Founder and CIO, and Joyce LI, Co-Founder and COO. Rebecca Xu was previously a Portfolio Manager at Schroder Investment Management running HK / China strategy as well as Asia ex Japan strategy. Joyce Li previously worked for HSBC as an Institutional Equity Sales based New York and HK, as well as leading the ADR business globally.
The company manages one single strategy – The Picea Oriental Fund, a China equity long/short strategy that focuses on “Secular Growth” and “Disruption” investment opportunities. The fund uses fundamental bottom-up approach, avoids crowded positions, and mainly invests in less well-researched mid-cap stocks driven by China catalysts.
Zerobridge Partners Advisory Limited
Zerobridge Partners, established in 2018, provides capital markets, investment advisory and asset management services across private debt markets. The firm’s expertise covers all sectors and geographies within the Asia-Pacific region. Zerobridge Partners Advisory Limited has advised corporates, HNW individuals, family offices, private equity firms and other institutional investors.
Zerobridge Partners Asset Management Limited is focused on giving institutional and high net worth investors globally access to alternative credit opportunities in Asia-Pacific. Its strategy seeks to take advantage of the less developed banking and capital markets in the APAC region to invest in corporate and structured first lien and mezzanine debt opportunities.