THE ALTERNATIVE INVESTMENT AND LENDING SPECIALIST

Asset Manager specialised in :

 

Alternative fund selection and management

Private market investments

Asset-backed 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

HEDGE FUNDS

Access to the industry’s leading and emerging hedge fund managers. Cover all hedge fund investment strategies with a focus on consistent and uncorrelated returns. 

PRIVATE DEBT

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

VENTURE CAPITAL

Privileged access to new sources of private equity investments in particular venture capital diversified in top-tier managers, across stages, sectors, geographies, and vintages

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: 5 years

 

Perf. 2022 as of August: +4.5%

Performance 2021: +6.5%

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

2022 Estimated data

For qualified investors only

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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: 2 years

Performance 2022 Q1: -1.2%

Performance 2021: +20.8%

Performance 2020: +18.4%*

Past performance is not indicative of future returns

* Strategy launch date January 31, 2020

2022 Estimated data

For qualified investors only

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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

 

Perf. 2022 as of August: +4.5%

Performance 2021: +5.6%

Performance 2020: +9.5%

Performance 2019: +8.4%

Performance 2018: +1.0%

Performance 2017: +8.9%

Past performance is not indicative of future returns

2022 Estimated data

For qualified investors only

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Multi-manager - Uncorrelated

Macro Diversified Strategy

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

Track Record: 13 years

 

Perf. 2022 as of August: +6.9%

Performance 2021: +3.9%

Performance 2020: +6.3%

Performance 2019: +2.1%

Performance 2018: +0.1%

Performance 2017: +2.6%

Past performance is not indicative of future returns

2022 Estimated data

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

 

Perf. 2022 as of August: -11.5%

Performance 2021: -7.2%

Performance 2020: +20.4%

Performance 2019: +29.3%

Performance 2018: +2.2%

Performance 2017: +23.6%

Past performance is not indicative of future returns

2022 Estimated data

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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ROBERTO MALTESE
     MIDDLE OFFICE    MANAGER

Deutsche Bank

Edmond de Rothschild

Audi Bank

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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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ALEXANDRE LOUCHTCHAY
CRO
RISK MANAGER

Edmond de Rothschild

EDRAM (France)

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MAROUANE DAHO
INVESTMENT ANALYST
RESEARCH

Lera Capital

Lyxor Asset Management

Credit Agricole CIB

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THIBAUD POLLET-THIOLLIER
       INVESTMENT ANALYST RESEARCH

Prasino Concepts

AEW

Crédit Agricole CIB

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DEBORA LETTIERI
OPERATIONS | ADMIN MANAGER

Edmond de Rothschild

Credit Suisse

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JEROME TROTIGNON
       PRODUCT SPECIALIST | INVESTOR RELATIONS

Geocom Capital

Edmond de Rothschild

Bloogistics

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OREN PINSKY
     VENTURE CAPITAL       ADVISOR
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AMBROISE MAGISTRETTI
       HEALTHCARE BIOTECH       ADVISOR

Qualcomm

Philips

McKinsey & Co

Seveneast Healthcare

GliaPharm

MindMaze

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YVES CLAUDE AUBERT
CHAIRMAN
OF THE BOARD

Independent director

Banque Cantonale Vaudoise

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JAUME SABATER
VICE CHAIRMAN
OF THE BOARD

Stoneweg SA

Edmond de Rothschild

Universal Gestio

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JEAN-YVES REBORD
NON-EXECUTIVE
BOARD MEMBER

Python Avocats

Baker & McKenzie

Credit Suisse

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LAURENT AUCHLIN
NON-EXECUTIVE
BOARD MEMBER

Anglo-Swiss Advisors

Credit Suisse

Lombard Odier

 

INSIGHTS & NEWS

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September 2022

HFM European Awards 2022

We are pleased to announce that 3 of our funds have been shortlisted in four categories at the With Intelligence HFM European Performance Awards 2022 in London !

HEDGE FUNDS
🏆 Best Credit - Relative Value | Alternative Income strategy


MULTI-MANAGEMENT FUNDS
🏆 Best Fund of Hedge Funds | Absolute Return strategy


🏆 Best Fund of Hedge Funds Long-Term Performance (5 Years) | Absolute Return strategy


🏆 Best Fund of Hedge Funds Specialist | Macro Diversified strategy

Read More
hedgefunds

Third Quarter 2022

The Alternative Causerie

In this report we discuss Hedge Fund sentiment and positioning following recent manager meetings by Marc Sbeghen and Marouane Daho, who traveled extensively throughout Europe and the US.

#alternativeinvestments 

#hedgefunds #uncorrelated 

#diversification #ITERAM

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Second Quarter 2022

The Alternative Causerie

Second Quarter 2022 report

In this issue we address:

- How to thrive in turbulent markets?

 

- Resiliency of Private debt : a solution against higher rates and inflation

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May 2022

Open ITERAM des Multicoques

ITERAM is the exclusive partner of the Multihulls Open, organized by the Société Nautique de Genève to promote high-level sports practice among young talents and future Swiss champions.
Come and support them on Saturday 14 and Sunday 15 of May at the SNG !

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April 2022

Finanzmesse Zurich 2022

Come and meet us during the 23rd staging of Switzerland’s largest financial fair for professional investors in Zurich Oerlikon, Halle 550 on April 27 and 28, 2022.

 

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March 2022

WealthBriefing Swiss External Asset Management Awards 2022

We are proud to have won the Newcomer Award 🏆 for the Best promising asset manager new to the market within the last three years in Switzerland ! 

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March 2022

Hedge Fund - FLASH Update

- Ukraine-Russia conflict: Hedge Fund resiliency 

- Compelling opportunities in commodities

- A new dawn for Alternatives

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February 2022

Investors Choice Awards 2022

We are pleased to announce that 3 of our funds won the 2022 EMEA Top Performer - Investors Choice Awards 2022 🏆 in 4 categories.

 

 

The awards honours fund managers that have achieved outstanding risk adjusted absolute returns.

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Février 2022

Article Allnews.ch

Retour de la volatilité: les stratégies alternatives un atout incontournable

La gestion alternative offre une palette très variée de profils d’investissements selon l’appétit au risque et les contraintes de liquidité et de taille de chaque investisseur.

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January 2022

The Alternative Causerie

First Quarter 2022

 

In this issue we address:

- Hedge Funds ready to capture greater volatility

- Expanded opportunity set in Private Markets

PRESS RELEASE
December 2021

ALTERNATIVE INVESTMENT AND LENDING SPECIALISTS, ITERAM CAPITAL AND
MENARA CAPITAL, ENTER INTO A STRATEGIC PARTNERSHIP

Geneva, Switzerland, Dec. 20, 2021 -- ITERAM Capital SA, an independent alternative asset manager, and Menara Capital Ltd, an innovative financial services company, today announced that they are entering into a strategic partnership to accelerate the growth and momentum of their lending and financing activities.

“This strategic partnership will leverage both companies’ complementary skills in asset management and transactional finance to drive our growth in private markets through strong synergies in sourcing, structuring, underwriting and investing”, commented Manuel Garzelli, CEO of ITERAM Capital. Since 2015, ITERAM and Menara have been helping businesses to obtain innovative lending and financing solutions to support their growth and working capital needs as traditional banks have limited lending activities due to tightening regulatory capital rules.

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November 2021

The Alternative Causerie

Third Quarter 2021

 

In this issue we address:

- 1-to-1 meetings are back

 

- Market volatility: an opportunity for Alternatives to shine

 

- Attractive entry point in Healthcare-Biotech

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October 2021

Hires

PRESS RELEASE

ITERAM BOLSTERS ALTERNATIVE TEAM WITH DOUBLE HIRE

Manuel Garzelli, ITERAM’s CEO, says: "Moïra and Marouane will further enhance our alternative investment expertise and will be invaluable contributors to ITERAM’s growth ambition as well as serving our clients with best-in-class alternative investment solutions."

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October 2021

FinanzMesse '22

Come and meet us at #Finanz22 (19/20 January 2022)

On January 19 and 20, 2022, the 23rd edition of Switzerland’s largest financial fair will take place in Halle 550 in Zurich Oerlikon. FINANZ’22 is designed solely for professional investors such as asset managers, private bankers, family offices, insurers, and pension funds.

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September 2021

AltCredit European Awards

ITERAM is honored to be shortlisted in two categories at this year's Alternative Credit European Performance Awards 2021.


🏆 Best Private Debt -

      Direct Lending

🏆 Best Private Debt -

      Specialty Finance

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July 2021

HFM Awards

ITERAM is pleased to announce that its Macro Diversified strategy made it to the final shortlist of Top performing funds for the HFM European Performance Awards 2021 in the FoHF Specialist category.

The HFM European Performance Awards honour the best performing hedge funds in Europe.

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May 2021

Sphere Magazine

La tendance s’accentue depuis plusieurs années, les investisseurs se tournent de plus en plus vers les marchés privés. Volatilité, instabilité de l’économie, faible croissance et taux d’intérêts durablement bas les encouragent en effet à se tourner vers des classes d’actifs décorrélées des marchés boursiers. La Suisse compte plusieurs acteurs présents sur ces marchés privés. En voici déjà onze qui méritent de figurer sur les radars des gérants de portefeuille.

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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. 

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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.

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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

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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

Rue de Hesse 7

1204 Geneva - Switzerland

            

 

           

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