MetWest Capital Equity Team

  • The team's approach is driven by fundamental research and uses a long-term focus that takes advantage of opportunities presented by short-term anomalies in high- or improving-quality businesses.
  • It concentrates on selecting unique individual investments using a low-risk, value-oriented methodology.
  • Disciplined portfolio construction ensures diversification by sector, economic cyclicality, and interest-rate sensitivity, serving to reduce volatility.
  • The team actively and regularly monitors holdings and rigorously applies the sell discipline as necessary.

Portfolio management team

Jean-Baptiste Nadal, CFAJean-Baptiste Nadal, CFA
Managing Director and
Lead Portfolio Manager
33 years investment experience

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