Romain Burnand

AAA

19 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Moneta AM

Professional background

President, Manager of MME and MMC, Co-manager of MME 2026. Romain Burnand started his career as a financial Auditor at Ernst & Young before becoming a top rated sell-side analyst in Paris and London at Cholet Dupont, Paribas and JP Morgan.

Educational background

Romain graduated from ESSEC, holds a DECS degree and is also a SFAF graduate.

Performance

15.08%

Manager Annualised Return Since Inception

7.75%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

15.08%

7.75%

7.32%

10Y

13.94%

8.43%

5.51%

4.3%

-2.28%

6.58%

*Inception date: 6/20/2003

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Moneta Micro Enterprises

Value investing using fundamental analysis

Benchmark
CAC, Small, Net

Class
Class C

ISIN
FR0000994980

AUM
405,770,000.00 €

Ongoing Charges
Management Fee: 1.80%. Performance Fee: 10%