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TOBAM
TOBAM is an independent, employee-owned asset management company offering innovative investment capabilities. It is a research-driven asset manager whose...
TOBAM
TOBAM is an independent, employee-owned asset management company offering innovative investment capabilities. It is a research-driven asset manager whose flagship Maximum Diversification approach provides diversified core exposure in equity and fixed income markets. The firm also offers LBRTY to mitigate exposure to autocratic regimes, Bitcoin-related strategies under ₿TOBAM, and bespoke solutions via TOBAMSolutions. It manages equities, fixed income, multi-asset and digital assets strategies.
General information
Firm type
Asset Manager
Year founded
2006
Location
Region
Europe
Country
France
City
Paris
Corporate office
Paris, France
Additional offices
New York, NY, United States
Principals
Yves Choueifaty
Founder & Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at TOBAM?
Founder Yves Choueifaty serves as Chief Investment Officer and is the architect of the firm's Maximum Diversification methodology. The investment team implements the automated portfolio construction process with oversight from the CIO.
How does TOBAM's Anti-Benchmark strategy differ from minimum-volatility or smart-beta ETFs?
Most smart-beta strategies target historically measured low volatility or factor exposure. TOBAM maximizes the Diversification Ratio — the ratio of weighted average stock volatility to portfolio volatility — in real time, which systematically reduces the weight of the highest-correlation single stocks. The methodology is patented and peer-reviewed (per Journal of Portfolio Management, 2008).
What is the known track record of TOBAM's flagship strategy?
TOBAM publishes monthly performance for its Anti-Benchmark series. The strategy has historically shown lower drawdowns than cap-weighted equivalents during market downturns (per published factsheets). The firm does not disclose composite track record outside of its periodic reporting.
Does TOBAM offer only long-only equity exposure?
The firm's primary focus is long-only equity. It also manages long-short and market-neutral versions of its Anti-Benchmark strategy for institutional mandates. The core offering remains transparent, liquid, long-only equity UCITS funds.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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