David GIBOUDEAU
Portfolio Manager at Quaero Capital- Claim this Profile
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French Native or bilingual proficiency
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English Native or bilingual proficiency
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Spanish Limited working proficiency
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Bio
Daniel Fighiera, CFA, CESGA®
David and I worked together during two years at Auris Gestion. During my career I have had the opportunity to work with a lot of people, and David is probably one of the smartest. He is clearly a brilliant analyst (the CFA designation is just theory), hard worker, determined and rigorous. As a fund manager, he is very talented, not only in finding Investment ideas, but in internal or external communication as well. Last but not least, he is trustworthy and has values ; something fairly rare in this business. I strongly recommend him !
Pierre Fournier
David worked for me for 5 years as an Equity Analyst and then as a Fund Manager. An energetic and commited person, David has always been a very helpful analyst in the team. Theses qualities added to strong analytic skills and a self challeging attitude allowed him to climb quickly and brilliantly from the position of trainee to a really knoledgeable and talented Fund Manager. I would add that he is a good and pleasant person to work with, and on occasions we have a drink and discuss things, and...stock picking! I therefore strongly recommend him.
Daniel Fighiera, CFA, CESGA®
David and I worked together during two years at Auris Gestion. During my career I have had the opportunity to work with a lot of people, and David is probably one of the smartest. He is clearly a brilliant analyst (the CFA designation is just theory), hard worker, determined and rigorous. As a fund manager, he is very talented, not only in finding Investment ideas, but in internal or external communication as well. Last but not least, he is trustworthy and has values ; something fairly rare in this business. I strongly recommend him !
Pierre Fournier
David worked for me for 5 years as an Equity Analyst and then as a Fund Manager. An energetic and commited person, David has always been a very helpful analyst in the team. Theses qualities added to strong analytic skills and a self challeging attitude allowed him to climb quickly and brilliantly from the position of trainee to a really knoledgeable and talented Fund Manager. I would add that he is a good and pleasant person to work with, and on occasions we have a drink and discuss things, and...stock picking! I therefore strongly recommend him.
Daniel Fighiera, CFA, CESGA®
David and I worked together during two years at Auris Gestion. During my career I have had the opportunity to work with a lot of people, and David is probably one of the smartest. He is clearly a brilliant analyst (the CFA designation is just theory), hard worker, determined and rigorous. As a fund manager, he is very talented, not only in finding Investment ideas, but in internal or external communication as well. Last but not least, he is trustworthy and has values ; something fairly rare in this business. I strongly recommend him !
Pierre Fournier
David worked for me for 5 years as an Equity Analyst and then as a Fund Manager. An energetic and commited person, David has always been a very helpful analyst in the team. Theses qualities added to strong analytic skills and a self challeging attitude allowed him to climb quickly and brilliantly from the position of trainee to a really knoledgeable and talented Fund Manager. I would add that he is a good and pleasant person to work with, and on occasions we have a drink and discuss things, and...stock picking! I therefore strongly recommend him.
Daniel Fighiera, CFA, CESGA®
David and I worked together during two years at Auris Gestion. During my career I have had the opportunity to work with a lot of people, and David is probably one of the smartest. He is clearly a brilliant analyst (the CFA designation is just theory), hard worker, determined and rigorous. As a fund manager, he is very talented, not only in finding Investment ideas, but in internal or external communication as well. Last but not least, he is trustworthy and has values ; something fairly rare in this business. I strongly recommend him !
Pierre Fournier
David worked for me for 5 years as an Equity Analyst and then as a Fund Manager. An energetic and commited person, David has always been a very helpful analyst in the team. Theses qualities added to strong analytic skills and a self challeging attitude allowed him to climb quickly and brilliantly from the position of trainee to a really knoledgeable and talented Fund Manager. I would add that he is a good and pleasant person to work with, and on occasions we have a drink and discuss things, and...stock picking! I therefore strongly recommend him.
Credentials
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CFA Charterholder
CFA InstituteJan, 2018- Sep, 2024 -
AMF Certification, French Market Authority
Autorité des marchés financiers (AMF) – France
Experience
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Quaero Capital
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Switzerland
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Investment Management
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1 - 100 Employee
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Portfolio Manager
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2021 - Present
Infrastructure Securities Fund Infrastructure Securities Fund
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AURIS GESTION
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France
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Financial Services
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1 - 100 Employee
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Equity Analyst / Portfolio Manager
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Jun 2014 - 2021
Auris Gestion: 50 people; €2bn of assets under management My role: Buy-side Equity Analyst & Co-Fund Manager European & US equities * Generation of investment ideas: proprietary quantitative data base, buy-lists etc. * Fundamental analysis of European and US growth companies from €100m to €300bn of market capitalisation * Strong focus on fundamental analysis, capital allocation and valuation (purpose-built proprietary models) * Lead analyst on tech, industrials and healthcare stocks * Meetings with clients (internally and externally) and prospects In 2017, I have been named Fund Manager of a small dedicated ESG European equities fund
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Buy-side Equity Analyst | Internship
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Jan 2013 - Jun 2013
* Fundamental research analyst, mostly on small and mid caps companies (€500m-€5bn market capitalisation) across all sectors (excl. commodities-related and financial companies) * Assistance to the construction of the proprietary valuation models * Meetings with management teams * Pitched 2 stocks that entered the portfolio with performances of 20+% and 150+% * Fundamental research analyst, mostly on small and mid caps companies (€500m-€5bn market capitalisation) across all sectors (excl. commodities-related and financial companies) * Assistance to the construction of the proprietary valuation models * Meetings with management teams * Pitched 2 stocks that entered the portfolio with performances of 20+% and 150+%
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Natixis
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France
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Financial Services
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700 & Above Employee
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Sell-side Equity Analyst - TMT (IT Hardware & Satellite) | Internship
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Jul 2012 - Dec 2012
* Sell-side equity research analyst within the TMT (Technology, Media & Telecom) department, most specifically within the IT Hardware and Satellite section* Coverage 10 European stocks (6 hardware, 4 satellite companies)* Participation in 2 initiations of coverage including fundamental analysis, sector and market research and creation of the sell-side valuation models* Redaction of the daily sector mail sent to clients * Sell-side equity research analyst within the TMT (Technology, Media & Telecom) department, most specifically within the IT Hardware and Satellite section* Coverage 10 European stocks (6 hardware, 4 satellite companies)* Participation in 2 initiations of coverage including fundamental analysis, sector and market research and creation of the sell-side valuation models* Redaction of the daily sector mail sent to clients
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Education
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2011 - 2014
Rouen Business School
Master Grande Ecole, Financial Markets -
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The Hong Kong Polytechnic University
BBA (Hons) Financial Services -
2010 - 2011
Université Paris X Nanterre
Master of Science (MSc), Bank, Finance & Insurance, Major in Quantitative Finance -
2007 - 2010
Université Paris X Nanterre
Bachelor of Arts (BA), Economics, Major in Finance
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