Carmignac Gestion’s head of European Equities and fund manager, Muhammed Yesilhark has briefed regarding the significance of stock picking during the crucial time of InvestmentEurope’s Fund Selector Forum Italy in June.
It has been observed that the valuations have lost the appeal after scaling an amazing recovery around the equity markets since March 2009. Furthermore, if we look towards it from a macroeconomic point of view, various key factors like surging geopolitical tensions in Ukraine and other deflationary threats in Europe are demanding immediate attention.
Muhammed Yesilhark, who is serving as the head of the European equity team at Carmignac Gestion and portfolio manager of Carmignac Euro-Patrimoine is all set to tackle the same issue at InvestmentEurope‘s second event of the year in Milan. It must be noted that the event will be organised at the Four Seasons Hotel on June 13.
On course to his presentation, Yesilhark will be highlighting the key benefits of the right approach towards asymmetric risk/reward situations with a clear route to evaluate crystallization to further offer positive risk-adjusted returns regardless of market conditions around.
Speaking of Muhammed Yesilhark, the fund manager started his career as an analyst at Lazard in Frankfurt before getting onboard with Carmignac Gestion He further lends his support in building York Capital’s hedge fund business for five years before getting associated with SAC in 2009. He also finished his Finance and Management studies at the European School of Business in Reutlingen.
Muhammed Yesilhark holds the responsibility to run Carmignac Grande Europe fund and the long-short Carmignac Euro-Patrimoine fund.
