THE ALTERNATIVE INVESTMENT AND LENDING SPECIALIST

Asset Manager specialised in :

 

Alternative fund selection and management

Private market investments

Asset based alternative lending

 

ITERAM Capital SA is regulated and authorised by FINMA as an Asset Manager of collective investment schemes and as a representative agent of foreign collective investment schemes to qualified investors in Switzerland

 

EXPERTISE

OVERVIEW

Investment Manager

Advisory & Research Services

Bespoke Solutions

Representative Agent in Switzerland

PRIVATE MARKETS

Privileged access to new sources of alternative income-generating investments and private equity investments, in particular :

real assets (transportation leasing), bridge financing/direct lending, specialty finance (music royalties, litigation funding) and venture capital.

ALTERNATIVE LENDING

Provide innovative structuring and asset backed financing solutions to companies for working capital needs, acquisitions and development.

HEDGE FUNDS

Access to industry’s leading and emerging hedge fund managers, thanks to the team's strong industry network and expertise. Cover all hedge fund investment strategies with a focus on consistent and uncorrelated returns. 

LIQUID ALTERNATIVES

​Simple way to access alternatives wrapped into liquid vehicles as an alternative solution for investors in need of more regulatory oversight and liquidity.

We provide comprehensive, innovative and customised

alternative investment solutions that address 

rapidly changing needs in today’s complex and evolving global markets

 

OUR VISION

INDEPENDENCE

​We are an independent team of investment professionals with a common

interest in dedication to excellence and superior investment returns

 

INNOVATION

​We devote all investment, research and expertise

towards developing a highly specialised investment management

organisation focusing on innovative alternative investment solutions

 

 

INTEGRITY

We are committed to deliver full investment transparency to clients.

We developed a cutting edge proprietary asset management system of high quality information and reporting system to support the advisory, research and client services team

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Loupe
 

INVESTMENT SOLUTIONS

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Investment Fund vehicles

Access to actively managed portfolios, concentrated or diversified, across alternative investments via Luxembourg fund structures 

e.g.: Absolute Return portfolio, Alternative Income portfolio, Macro Diversified portfolio, Healthcare/Biotech portfolio, Venture Capital portfolio

Co-investments / club deals

Access through a Euroclearable note, listed on a stock-exchange, freely transferable and a bankable ISIN code

e.g.: Equipment Leasing, Direct Lending, Bridge Financing

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Bespoke investment solutions

Build your own alternative investment portfolio that best fits your investment goals and risk tolerance

e.g.: Blend of alternative investment strategies

OUR MAIN INVESTMENT STRATEGIES

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Private Markets - Direct Investments

Alternative Income Strategy

Access to high income-generating private market assets. Diversified portfolio of strong asset-backed investments with predictable cash flows.

Track Record: 4 years

 

Performance 2021 YtD Q2: +3.1%

Performance 2020: +7.5%

Performance 2019: +8.9%

Performance 2018: +7.6%

Performance 2017: +5.5%*

Past performance is not indicative of future returns

* Strategy launch date May 31, 2017

For qualified investors only

Private Markets - Venture Capital

Venture Capital Strategy

Access to selected top tier venture capital managers wrapped in a diversified portfolio across stages, sectors, geographies and vintages.  

 

Track Record: 1.5 years

Performance 2021 YtD Q1: +7.2%

Performance 2020: +18.4%*

Past performance is not indicative of future returns

* Strategy launch date January 31, 2020

For qualified investors only

hedgefunds

Multi-manager - Uncorrelated

Absolute Return Strategy

Access to the industry’s leading and emerging hedge fund managers wrapped in a unique portfolio composed of various uncorrelated strategies. 

Track Record: 15 years

Performance 2021 YtD Q2: +2.3%

Performance 2020: +9.5%

Performance 2019: +8.4%

Performance 2018: +1.0%

Performance 2017: +8.9%

Past performance is not indicative of future returns

For qualified investors only

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Multi-manager - Healthcare Biotech

Healthcare Biotech Strategy

Access to the industry’s top leading healthcare and biotech
long/short equity managers, and advised by a scientific and industrial advisory committee.

Track Record: 13 years

 

Performance 2021 YtD Q2 : -9.5%

Performance 2020: +20.4%

Performance 2019: +29.3%

Performance 2018: +2.2%

Performance 2017: +23.6%

Past performance is not indicative of future returns

For qualified investors only

 

MEET THE TEAM

The team has a two decades-long institutional expertise and track-record in all fields related to alternative investments. The team was part of the top management in the alternative division at Edmond de Rothschild (Suisse) SA, formerly Banque Privée Edmond de Rothschild, which was the pioneer in alternative multi-management.

 

 

The leadership team has high specialisation in different areas comprising investment management, fund selection, structuring, financing, operational due diligence, legal and risk management.

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MANUEL GARZELLI
CEO
INVESTMENT MANAGER

Iteram Investments​

Edmond de Rothschild

CITCO Finance

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MOIRA D'ANTERROCHES
ODD / CONTROLLER MANAGER

Nestlé Capital Advisers

Lloyds Banking

Lehman Brothers, Natixis

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MARC SBEGHEN
CFO / FUND RESEARCH
INVESTMENT MANAGER

PvB Pernet von Ballmoos AG

Edmond de Rothschild

Banque Cantonale de Genève

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MAROUANE DAHO
INVESTMENT ANALYST
RESEARCH

Lera Capital

Lyxor Asset Management

Credit Agricole CIB

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ALEXANDRE LOUCHTCHAY
CRO
RISK MANAGER

Edmond de Rothschild

EDRAM (France)

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DEBORA LETTIERI
OPERATIONS / ADMIN MANAGER

Edmond de Rothschild

Credit Suisse

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OREN PINSKY
     VENTURE CAPITAL       ADVISOR

Qualcomm

Stratus Group

McKinsey & Co

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JAUME SABATER
VICE CHAIRMAN
OF THE BOARD

Stoneweg SA

Edmond de Rothschild

Universal Gestio

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AMBROISE MAGISTRETTI
       HEALTHCARE BIOTECH       ADVISOR

Seveneast Healthcare

GliaPharm

MindMaze

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JEAN-YVES REBORD
NON-EXECUTIVE
BOARD MEMBER

Python Avocats

Baker & McKenzie

Credit Suisse

YVES CLAUDE AUBERT
CHAIRMAN
OF THE BOARD

Independent director

Banque Cantonale Vaudoise

LAURENT AUCHLIN
NON-EXECUTIVE
BOARD MEMBER

Anglo-Swiss Advisors

Credit Suisse

Lombard Odier

 

INSIGHTS & NEWS

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February 2021

News article

Allocators Outside of the U.S. Unfurl Their Top Investing Ideas

European-based global allocators spy select opportunity in developed markets, value stocks, and Asian emerging markets amid a global recovery. Marc Sbeghen, cofounder and head of fund research, outlines where he sees compelling opportunities in the market. 

January 2021

Allnews.ch - Interview

Spécialiste genevois des placements alternatifs

L’objectif d’ITERAM est d’offrir un accès facilité, différencié et de qualité. Entretien avec Manuel Garzelli, associé et CEO.

January 2021

Alternative flash update 

Some Hedge Funds caught off guard

 

Hedge Fund managers takeaways


#alternative investments #hedgefunds #riskadjustedreturns #uncorrelated 

PRESS RELEASE

January 2021

ALTERNATIVE SPECIALIST, ITERAM CAPITAL, GRANTED ASSET MANAGER LICENCE

GENEVA, Switzerland, Jan. 13, 2021 -- ITERAM Capital SA, an independent alternative investment company, is pleased to announce that it has been authorized by the Swiss Financial Market Supervisory Authority (FINMA) as an authorized asset manager of collective investment schemes. This new licence is an addition to the company's current licence of providing representation services for foreign collective investment schemes to qualified investors in Switzerland received in 2017. With these two authorizations, ITERAM aims to become a leading alternative asset manager player covering private markets, hedge funds, and liquid fund alternatives.

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November 2020

HFM Award - shortlisted

Thrilled to announce that the Alternative Income strategy made it to the final shortlist of Top performing funds for the HFM Global EuroHedge Emerging Manager Awards 2020 in the Specialist Finance category held on November 17, 2020. 

 

The HFM EuroHedge Emerging Manager Awards will honour the best performing and recently launched hedge funds in Europe. Nominees will have proven themselves capable of outperformance in the hardest of circumstances.

Read more
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Q3 2020

Alternative Causerie

Alternative investments performance and opportunities

 

SPAC's in the spotlight amid pandemic

 

Covid-19 impact on due diligence

2020

Strategy anniversary

Celebrating 3 years of track record with a successful +8.3% net annualised return to investors. Private Markets investments offer investors attractive risk-adjusted returns and diversified sources of returns.

#privatemarkets #alternativeincome #riskadjustedreturns #uncorrelated #multisector #realassets #bridgefinancing #specialtyfinance

Read more
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June 2020       

HFR European Awards

For the second year in a row, ITERAM Capital is pleased to announce a double-win for the Healthcare Biotech strategy, at the “Hedge Funds Review - European Performance Awards 2020”. The Healthcare Biotech strategy was awarded the best sub-$100M specialist fund of hedge funds over 5 years and 10 years.

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May 2020       

Performance

Ready to enhance and expand your portfolio with Alternatives?

ITERAM offers investors access to well needed alternative investments toolkit with strong risk-adjusted returns

#alternativeinvestments #hedgefunds #privatemarkets #uncorrelated

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    March 2020       

Private Markets - Income

Looking for innovative sources of income? Benefit from a unique and uncorrelated Private Markets investment solution that delivered +8.9% net return to investors in 2019 and +8.6% annualised return since inception in May 2017. Diversified portfolio of direct investments with predictable cash flows and high asset-collateral coverage.

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    March 2020       

Flash Update #2: Covid-19

The financial meltdown worst days since 1987

Hedge Funds protecting on the downside

A new Dawn for Alternatives

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    January 2020       

New Board Member

ITERAM Capital is pleased to announce the appointment of Dr. Jean-Yves Rebord, an experienced attorney in Banking and Finance, as a member of the Board of Directors. Jean-Yves will significantly strengthen the regulatory and corporate governance of the firm.

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    January 2020       

Performance

2019 was yet another successful year with solid risk-adjusted returns to investors crowned with prestigious award recognitions!

 

Is your portfolio ready for the next decade?

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Q4 2019

Alternative Causerie

2019 Markets review

Hedge Funds as a diversification tool

Private Markets goes mainstream

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December 2019

Award - Winner

Healthcare Biotech strategy

Best sub-$100M specialist fund of hedge funds over 5 and 10 years

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November 2019

Award - Winner

Absolute Return strategy

Best FoHF multi-strategy defensive bias over 3 years

Blood Test

Q3 2019

Alternative Causerie

HF Performance

US consumer loans

Healthcare/biotech sector

Business Meeting

September 2019

Trip Research Notes 

Management meetings

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August 2019

Flash Update

Market review

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Q2 2019

Alternative Causerie

HF Performance

Volatility Arbitrage

Life Settlement

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Q1 2019

Alternative Causerie

HF Performance

Merger Arbitrage in focus

Music Royalties

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Q4 2018

Alternative Causerie

2018 Market Review

HF Performance

 
OUR ADDRESS

Boulevard Georges-Favon 8

1204 Geneva - Switzerland

            

 

           

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