Carmignac
Carmignac is an independent – family and employee-owned – European investment management boutique established in 1989. We strive to bring the best of active and alternative asset management to investors, helping them to fulfil their long-term goals whilst contributing towards building a more sustainable world. We are committed to delivering premium products with strong long-term performance, providing high quality customer service for both distributors and investors, and embedding ESG focus into everything we do. €40.9 billion AuM +€2billion of equity capital +290 employees across 7 offices in Europe, 59 members of the investment team 26 investment strategies, 15 countries where we market our funds
Source: Carmignac, 31/12/2025
Fund: Carmignac Portfolio Tech Solutions
Speaker Profile:
Gilles Cozma, Senior Product Specialist
Gilles joined Carmignac in 2022 as a Senior Thematic Specialist. He started his career in 2006 at Pictet Asset Management on their thematic funds before moving to Skandia Investment Group in 2007 as a fund analyst covering both long only and alternative equity funds. In 2015 he joined Franklin Templeton’s Multi-Asset team as senior research analyst where he set up their London manager research function and was responsible for selection and allocation across EM Equities, Japanese Equities and niche products. In 2017 he moved to Schroders’ product strategy team to work with the investment and distribution teams to build out the investment management activity. Gilles graduated from ISG Business School in Paris and holds an MBA from IE Business School in Madrid. He is also a CAIA charterholder.
Presentation Synopsis:
The exponential march of technology.
The year is 2026. Technology is no longer a niche theme; it is the backbone of global economic transformation. Advances in chip design and manufacturing , alongside developments in cloud, data centre and AI infrastructure are reshaping productivity and competition in every sector. Yet for investors, the opportunity set has become increasingly complex - in this environment, technology investing demands selectivity, deep fundamental insight, and active risk management. Carmignac Portfolio Tech Solutions is designed to navigate this complexity through a high-conviction, actively managed approach, investing in companies that are driving innovation and that are a solution to a changing world. This concentrated, high conviction strategy seeks alpha generation across the market cycle, with sustainability at the heart of the strategy. Drawing on Carmignac’s established culture of active management, the fund invests across the global technology ecosystem, from established leaders to emerging innovators. With a long-term horizon and disciplined investment process, Carmignac Portfolio Tech Solutions seeks to capture structural growth from technological innovation while navigating the volatility inherent in a rapidly evolving sector.
Sales Attendees:
Edward Aram-Dixon, Business Development Director
Ed joined Carmignac in 2019 to help build relationships with wholesale & discretionary clients, and is responsible for accounts in London, Northern England and Scotland. Prior to Carmignac, he worked at Schroders for four years managing relationships with Strategic Accounts and Rating Agencies. He started his career at Citywire where he was head of ratings and research sales. Ed graduated from UCL in 2009 and holds the IMC (Level 3), IAD (Level 4) and CFA Certificate in ESG Investing.
Christian Elliott, Business Development Director
Christian joined Carmignac in 2024 as Business Development Director. He has 20 years of experience across all distribution channels, beginning his career at Fidelity FundsNetwork in 2000, and then moved to Invesco Perpetual as broker liaison executive until 2007. For almost a decade, he was UK discretionary sales manager at UBS Global Asset Management, then sales director at Man GLG, where he worked from January 2015 to December 2023. He now has responsibility for wholesale and institutional accounts in London and the Channel Islands.