Tobam
TOBAM is an independent, employee-owned asset management company headquartered in Paris, France, founded in 2005 by Yves Choueifaty. The firm offers innovative investment solutions based on its proprietary Maximum Diversification® methodology and provides diversified core exposure across equity and fixed income markets. It holds licenses in several jurisdictions and serves institutional investors. TOBAM employs approximately 47 to 73 professionals across several offices worldwide.
Investment Strategy
TOBAM’s investment approach is centered on the Maximum Diversification® methodology, developed and patented by the firm. This process is supported by proprietary mathematical research and aims to maximize portfolio diversification, offering broad core market exposure while reducing concentration and unrewarded risks. The strategy is applied to both equity and fixed income portfolios and is recognized internationally. TOBAM's philosophy assumes markets are efficient and largely unpredictable, so it focuses on systematic, rules-based processes to achieve rational, professional outcomes for long-term investors.
Top Holdings
Equity Positions (252)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CBOE | CBOE HOLDINGS INC | 2.94% | $7.5M | 32,283 | $137.99 | $233.21 | +$437.0K |
T T | AT&T INC | 2.93% | $7.5M | 259,166 | $16.61 | $28.94 | +$395.0K |
V VZ | VERIZON COMMUNICATIONS INC | 2.87% | $7.4M | 170,234 | $43.51 | $43.27 | +$377.0K |
C CHD | CHURCH & DWIGHT CO INC | 2.87% | $7.3M | 76,468 | $83.66 | $96.11 | +$980.0K |
H HSY | HERSHEY CO/THE | 2.81% | $7.2M | 43,312 | $212.23 | $165.95 | +$537.0K |