Overview
Seven Capital Management is an established asset management firm based in Paris, specializing in absolute return strategies with a focus on maintaining high liquidity in its investment portfolios. Founded in 2006 by Johann Schwimann, the company operates with a simplified limited company (SAS) structure and is regulated by both the AMF (Autorité des Marchés Financiers) and the CSSF (Commission de Surveillance du Secteur Financier).
Key Leadership
- Johann Schwimann, Partner and CEO, is a seasoned professional in asset management and trading with over 29 years of experience. He has an extensive background, having founded Rivoli Fund Management and subsequently established Seven Capital Management.
- Renaud Labbé, Partner and Managing Director, has significant experience in fixed income trading and government bond activities, contributing to the executive management of the firm.
- Nicolas Kochnitzky, Head of Business Development for Switzerland, brings over 33 years of experience in asset management, serving as a vital part of the international expansion and strategy.
- Bruno Syrmen, Consultant and CIO, is responsible for advancing the firm's hedge fund strategies, leveraging his expertise in real-time languages and artificial intelligence.
Investment Philosophy and Offerings
Seven Capital adopts a systematic approach to fund management, focusing on quantitative analysis and momentum investing. Their offerings include a diverse range of ultra-liquid investment solutions that are organized into three main universes:
1. Long Only UCITS Universe: Offers risk parity absolute return funds and a European large-cap equity fund with target volatilities of 2%, 5%, and 10%.
2. Long-Short Directional Universe: Comprises multi-asset certificates managed actively with long-short strategies, including options with a 10% target volatility backed by Natixis.
3. SICAV RAIF Luxembourgeoise Universe: Features discretionary managed sub-funds, allowing for flexible investment strategies and daily subscription/redemption opportunities.
Customization and Risk Management
Investors benefit from highly customizable management choices, enabling selection based on volatility targets and drawdown preferences. The firm's funds offer daily liquidity, catering to investor needs for agile entry and exit strategies. Investment vehicles can be tailored to fit long-only or long-short preferences, with expected returns aligned with target volatilities.
Performance and Track Record
Seven Capital Management has built a notable reputation for its robust risk-management frameworks and innovative allocation strategies. The firm has one of the longest track records in momentum management within Europe, with a particular focus on systematic macro strategies. The Seven European Equity Fund, for instance, boasts an annualized performance of +10.71% as of February 2025, outperforming the EuroStoxx50 benchmark.
Contact Information
- Address: 39 rue Marbeuf, 75008 Paris, France
- Email: [info@seven-cm.com](mailto:info@seven-cm.com)
- Phone: +33 (1) 42 33 04 50
Competitor Profiling
Seven Capital Management, a key player in the investment management sector, faces competition from several established firms across various facets of financial services. This profile identifies the primary competitors and provides insights into their strengths and operations.
Top Competitors
1. Connect Pro: A significant competitor operating as a portfolio management company, based in Marseille, France. Founded in 2007, Connect Pro targets small to medium-sized family businesses, showing niche expertise in private equity by focusing on structuring and strengthening the regional and local economic fabric.
2. Federated Hermes, Inc.: As a leading global asset manager with $829.6 billion in assets under management, Federated Hermes emphasizes responsible investing and offers a diversified range of investment solutions, including equities and fixed income, tailored to both individual and institutional clients on a global scale.
3. Tikehau Capital: Founded in 2004, this alternative asset management group has €49.6 billion in assets under management as of December 2024. Tikehau Capital specializes in Credit, Real Assets, Private Equity, and Capital Markets Strategies across 17 countries, employing over 700 staff members.
4. Fidelity Investments: One of the largest mutual fund companies globally, managing $5.8 trillion in assets and offering an extensive range of financial services since its establishment in 1946. Fidelity is renowned for its expansive market reach and strong investment management capabilities.
5. J.P. Morgan: A colossal entity in financial services, offering a wide array of services in investment banking, asset management, and commercial banking. With total assets worth $3.9 trillion as of 2023, J.P. Morgan boasts a vast market share and operates in over 100 countries.
6. PIMCO: Esteemed for its expertise in fixed income, this investment firm manages over $2 trillion, serving central banks, sovereign wealth funds, and various other clients, underscoring its status as a global leader in active fixed income strategies.
Key Insights
The competitive landscape for Seven Capital Management features firms with substantial assets and wide-ranging services. Federated Hermes and Tikehau Capital are distinguished by their focus on responsible and sustainable investing, potentially attracting a socially conscious investor base. J.P. Morgan and Fidelity offer comprehensive financial services with their scale and reach serving as competitive advantages to gain market share across multiple client segments. Thus, Seven Capital Management needs to adopt nuanced strategic positioning to effectively counter its competitors and further solidify its place in the investment management ecosystem.
