Jean Maunoury interviews Régis Bégué who recently joined our Partner Zadig Asset Management

23rd July, 2024 | Equities

In this exclusive interview, Régis Bégué, Partner & Portfolio Manager at Zadig Asset Management, shares his professional journey, investment philosophy, and recent strategic moves since joining the firm. With over 30 years of experience in the finance industry, Régis discusses how his alpha-driven, style-agnostic approach aligns with Zadig AM’s long-standing investment framework. He explains the division of research responsibilities within the team, emphasizing a balanced and diversified portfolio construction across growth, value, defensive, and cyclical stocks. Régis also reveals recent portfolio additions, including Publicis, AstraZeneca, Renault, and Kerry Group, highlighting the rationale behind each pick, from deep value pharma to post-COVID recovery plays.