Romain Ruffenach
Equity Fund Manager at Financière de l'Echiquier- Claim this Profile
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French Native or bilingual proficiency
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English Professional working proficiency
Topline Score
Bio
Joris Dupraz
Romain has been a true inspiration to me as I entered the asset management industry. His passion, and deep understanding of Value Investing, are enabling him to make great investment decisions, and also to make others understand why he is making them. His thinking is based on solid, meaningful and rational elements, always leading to really smart conclusions. This capacity of turning complex situations into simple solutions is to my mind what makes him a true Value Investor, and the reason why I chose to also follow his path. Thank you Romain for teaching me so much and keep on being an amazing investor !
Frédéric Jost, CFA
Romain has a real talent in sourcing investment opportunities, analyzing them and determining their attractiveness and suitability in a portfolio. His passion and dedication regarding Value Investing are incredible, at work as well as in his private investor life. He demonstrates natural leadership and easily motivates people. In addition to his analysis and investment skills, Romain is very kind, objective and willing to share his knowledge, allowing his team to easily move forward. I really enjoyed working with him and learn from him.
Joris Dupraz
Romain has been a true inspiration to me as I entered the asset management industry. His passion, and deep understanding of Value Investing, are enabling him to make great investment decisions, and also to make others understand why he is making them. His thinking is based on solid, meaningful and rational elements, always leading to really smart conclusions. This capacity of turning complex situations into simple solutions is to my mind what makes him a true Value Investor, and the reason why I chose to also follow his path. Thank you Romain for teaching me so much and keep on being an amazing investor !
Frédéric Jost, CFA
Romain has a real talent in sourcing investment opportunities, analyzing them and determining their attractiveness and suitability in a portfolio. His passion and dedication regarding Value Investing are incredible, at work as well as in his private investor life. He demonstrates natural leadership and easily motivates people. In addition to his analysis and investment skills, Romain is very kind, objective and willing to share his knowledge, allowing his team to easily move forward. I really enjoyed working with him and learn from him.
Joris Dupraz
Romain has been a true inspiration to me as I entered the asset management industry. His passion, and deep understanding of Value Investing, are enabling him to make great investment decisions, and also to make others understand why he is making them. His thinking is based on solid, meaningful and rational elements, always leading to really smart conclusions. This capacity of turning complex situations into simple solutions is to my mind what makes him a true Value Investor, and the reason why I chose to also follow his path. Thank you Romain for teaching me so much and keep on being an amazing investor !
Frédéric Jost, CFA
Romain has a real talent in sourcing investment opportunities, analyzing them and determining their attractiveness and suitability in a portfolio. His passion and dedication regarding Value Investing are incredible, at work as well as in his private investor life. He demonstrates natural leadership and easily motivates people. In addition to his analysis and investment skills, Romain is very kind, objective and willing to share his knowledge, allowing his team to easily move forward. I really enjoyed working with him and learn from him.
Joris Dupraz
Romain has been a true inspiration to me as I entered the asset management industry. His passion, and deep understanding of Value Investing, are enabling him to make great investment decisions, and also to make others understand why he is making them. His thinking is based on solid, meaningful and rational elements, always leading to really smart conclusions. This capacity of turning complex situations into simple solutions is to my mind what makes him a true Value Investor, and the reason why I chose to also follow his path. Thank you Romain for teaching me so much and keep on being an amazing investor !
Frédéric Jost, CFA
Romain has a real talent in sourcing investment opportunities, analyzing them and determining their attractiveness and suitability in a portfolio. His passion and dedication regarding Value Investing are incredible, at work as well as in his private investor life. He demonstrates natural leadership and easily motivates people. In addition to his analysis and investment skills, Romain is very kind, objective and willing to share his knowledge, allowing his team to easily move forward. I really enjoyed working with him and learn from him.
Credentials
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Certification AMF
AMFDec, 2013- Nov, 2024
Experience
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La Financière de l'Echiquier
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France
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Financial Services
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100 - 200 Employee
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Equity Fund Manager
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Nov 2018 - Present
Fund Manager of Echiquier Value Euro : - ISIN : FR0011360700 - AUM : ~ 500 million € - Category : Equity, Eurozone, long only, flex cap - Investment style : Value Major Responsibilities : - Researching companies and investment ideas - Making informed financial recommendations and decisions - Fund management (investments, sizing, customer feedback) - ESG analysis and ratings - Reporting investment activity and performance Fund Manager of Echiquier Value Euro : - ISIN : FR0011360700 - AUM : ~ 500 million € - Category : Equity, Eurozone, long only, flex cap - Investment style : Value Major Responsibilities : - Researching companies and investment ideas - Making informed financial recommendations and decisions - Fund management (investments, sizing, customer feedback) - ESG analysis and ratings - Reporting investment activity and performance
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SMABTP
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France
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Insurance
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700 & Above Employee
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Equity Fund Manager
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Dec 2013 - Nov 2018
Fund Manager of several funds for my insurance company (total managed : ~ 1 billion €) Fund Manager for the flagship fund Bati Actions Investissement : - ISIN : FR0010199075 - AUM : ~ 600 million € - Category : Equity, Europe, long only, flex cap - Investment style : Blend Major Responsibilities : - Researching companies and investment ideas - Making informed financial recommendations and decisions - Participating in investment policy discussions - Reporting investment activity and performance In addition to fund management tasks : - Analyst for the following sectors : Telecom, Semi, IT Services, Motor Vehicles, Packaged Soft, Internet - Analysis for credit and long/short teams - Some examples of companies surveyed : Alten, Atos, Bouygues, BT Group, Continental, Dialog, ElringKlinger, EVS, Iliad, Ingenico, Michelin, Nokian Renkaat, Sage, SAP, SES, STM, Valeo, Volskwagen, Wirecard, ZF Show less
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KPMG
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Canada
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Accounting
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700 & Above Employee
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Supervisor
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2007 - 2013
Major Responsibilities : - Leading audits of companies’ financial statements prepared in accordance with IFRS and US GAAP - Preparation of consolidation financial statements (IFRS) - Evaluation of the system of internal financial and accounting controls - Identification of accounting issues, discussions with clients - Coaching junior team members and developing ways for efficient team work In-charge auditor on the following major engagements: - One of the global leaders in technology services (around 300,000 people) - Challenger in the wireless technologies sector - Media companies and luxury hotels Show less
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CM-CIC Securities
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France
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Capital Markets
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1 - 100 Employee
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Equity Research Analyst
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2006 - 2007
- Covering the Internet Provider industry and satellites (Telecom Italia, Orange, Proximus, Eutelsat, SES) - Generation and brokerage of investment ideas on the basis of in-depth analysis, internally (trading floor) and externally (Instit, HF) - Financial Modeling & Valuation - Redaction and brokerage of research notes & presentations - Covering the Internet Provider industry and satellites (Telecom Italia, Orange, Proximus, Eutelsat, SES) - Generation and brokerage of investment ideas on the basis of in-depth analysis, internally (trading floor) and externally (Instit, HF) - Financial Modeling & Valuation - Redaction and brokerage of research notes & presentations
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Capgemini
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France
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IT Services and IT Consulting
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700 & Above Employee
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Financial Controller
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2004 - 2005
- Established monthly, quarterly and yearly reports for the Group CFO (Nicolas Dufourcq) - Produced and followed up forecasts for the reporting team - Created and improved information systems (Oracle Hyperion) - Established monthly, quarterly and yearly reports for the Group CFO (Nicolas Dufourcq) - Produced and followed up forecasts for the reporting team - Created and improved information systems (Oracle Hyperion)
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Education
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2002 - 2005
Audencia
Master, Management -
1997 - 2002
Lycée Saint Michel de Picpus
Lycée et Classes Préparatoires HEC -
1993 - 1997
Les Francs Bourgeois - La Salle
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2005 -
The Ohio State University Fisher College of Business
Master, Finance
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