Paris, February 13, 2024 – With its IVO 2028 target-date fund, launched in October 2022, having just surpassed €100 million in assets under management and been included in Suravenir’s Vie + life insurance contracts, and its flagship IVO Fixed Income fund now exceeding €600 million in assets under management, the independent French asset management firm, IVO Capital Partners, confirms the success of its strategy in the emerging corporate bond market and the robust performance across its entire range of bond funds. During its traditional semi-annual luncheon, the management teams shared their views on the bond markets, as well as their management strategies and the performance of the fund range. In a context where new opportunities are emerging in the global economy, IVO Capital confirms its leading position in the emerging bond market.
- Robust performance across all emerging market bond funds between +9% and +10.4% supported by bond carry in 2023, which confirms the relevance of the company’s management strategy.
With over €100 million in assets under management as of February 9, 2024, IVO 2028 , available since February 2, 2024 on the Vie + life insurance policy within Suravenir contracts, distinguished itself in 2023 among investors thanks to a robust performance of 9.7% net in euros (institutional share). Meanwhile,
- A macroeconomic context opening up promising prospects for 2024 in the emerging bond universe
The experts at IVO Capital Partners, specialists in the emerging bond market for the past 12 years, detailed the macroeconomic events of 2024 and their impact on the bond market, outlining opportunities to be seized. They notably pointed out that more than half the world’s population will go to the polls in 2024, in 86 countries, representing more than two-thirds of global GDP. The market disruptions caused by these potential shifts in the political balance present numerous opportunities to position oneself effectively, particularly by taking advantage of potential market dislocations, similar to what occurred in Colombia in 2022. The US presidential election will be particularly crucial, as its outcome will have a significant impact on the entire bond market. Furthermore, the multiple scenarios considered by the markets regarding the decisions of the FED, optimistic – Goldilocks – or very pessimistic – recession – lead IVO Capital to find new balances in its portfolios to offer a satisfactory risk/return ratio regardless of the outcome, relying on its expertise and the management fundamentals that have guided its management method for twelve years.
Michael Israel – President and Managing Director of IVO Capital Partners
“We are pleased with the absolute and relative performance of the various funds in our emerging market bond range. This confirms IVO’s long-standing approach to this asset class. At a time when bonds are regaining a significant place in investors’ portfolios, the geographical and sector diversification we offer is resonating strongly, as evidenced by the substantial levels of inflows.
About IVO Capital Partners
IVO Capital Partners is an independent French asset management company with over €1.3 billion in assets under management. Founded in 2012, it invests in listed and unlisted credit, focusing on emerging market corporate bonds and litigation financing. IVO Capital Partners’ expertise allows its investor clients to access new investment universes with transparency and profitability, and also provides financing to companies based in emerging markets and litigation support to help them achieve redress. The company has 30 employees and invests in more than 50 countries.
All data is sourced from IVO Capital Partners. All investments involve risks, including the risk of capital loss. Past performance is not indicative of future results.
Press Contact • Chiara Billy Lelandais • chiara@katchreyners.com • +33 6 33 72 75 59
