katko

Guillaume Dalibot

Founder & Katko Fund Portfolio Manager

Guillaume founded Katko Capital in 2019 following a 20-year career in Equity markets. After an initial professional experience as corporate banker in China, Guillaume joined Credit Suisse in London in 1999 as a sell-side equity analyst. In 2001 he became part of the consumer goods team which won several awards for the quality of its research. In 2008 he joined Alken Asset Management in London as a buy-side equity analyst. During his tenure with Alken Asset Management assets under management rose from approximately €2bn to over €10bn. He then became the portfolio manager of La Financière de l'Echiquier's flagship fund with approximately €1.5bn of assets under management. Guillaume graduated from EDHEC in France. Guillaume is an investor in Katko Fund.

Pierre Laccourreye

Katko Fund Co-Portfolio Manager

Pierre joined Katko Capital in September 2019 as an Analyst and was subsequently promoted to Portfolio Manager alongside Guillaume Dalibot. Pierre previously worked at Gestion 21 as an equity analyst for their FCP Actions 21 and OFG Recherche, an equity research boutique specialised in corporate governance. Pierre graduated from ESSEC in France. Pierre is an investor in Katko Fund.



Louis Delahaye

Analyst

Louis joined Katko Capital in January 2023 as an Analyst. Prior to joining Katko Capital, he was an analyst at Guardian Capital Management B.V., a public and private technology fund based in Amsterdam. Before joining Guardian Capital Management B.V., Louis interned at Comgest in their emerging markets team, at Mobius Capital Partners in London and at La Financière de l’Echiquier in their ESG team. Louis graduated from ESCP in France.

Research Advisory Board

Designed to challenge
the Katko Capital team on investment research issues.

Denis Dalibot

Denis is Guillaume Dalibot’s father. He is former chairman of the supervisory board of Agache, the holding company of the Arnault family that controls DIOR and LVMH. Living in Belgium, Denis is the representative of Bernard Arnault in Belgium. Denis joined Bernard Arnault in 1987 as Chief Financial Officer and later he was promoted CEO of Financière Agache. He was on the board of several Companies of the Group, including DIOR. Denis brings to Katko Capital his outstanding experience of managing complex corporate issues as well as his understanding of what brings long term business success.

Thibaud Gachet

Thibaud met Guillaume Dalibot in 1997 when both of them were working in Shanghai. Today he is a Partner at Ekkio Capital, an independant private equity manager specialised in high-potential growing French and European SME’s with a focus on Tourism & Leisure, Healthcare & Beauty, Control & Security. He joined Ekkio in 2004 following 6 years at Arthur Andersen and Ernst & Young (restructuring and audits). Thibaud brings to Katko Capital his sector expertise ans his perspective on private markets.

Charlie Mills

Charlie recruited Guillaume Dalibot in his team in 2001. He spent over 30 years in London as a financial analyst at HSBC, UBS and Credit Suisse tracking the consumer staples companies. He was ranked the second highest analyst (all sectors) by Institutional Investor 1985-2015, and voted “City Analyst” of the year in 2009. He was a managing director for 14 years at Credit Suisse and headed the European research department for 4 years and was ranked best head of research in 2011. Charlie brings to Katko Capital his outstanding skills in equity research and deep understanding of capital markets. He is an investor in Katko Fund.

All 3 members bring complementary, unique and unbiased insights. They do not take part in
investment decisions and are not remunerated.

DISCLAIMER

This website is published by KATKO CAPITAL Capital S.A.S.U, a French Société par actions simplifiée registered in the Registre du Commerce et des Sociétés on 24 May 2019 and approved and regulated by the Autorité des Marchés Financiers (“AMF”) in France under the number GP-21000015.

The attention of investors is drawn to the fact that the information available on this website is of a general nature and cannot be considered as adapted to the particular needs or circumstances of each investor, or qualified as personalized investment recommendations or advice. in financial investments. The information available on this website is provided for informational purposes only. KATKO CAPITAL cannot be held responsible for an investment or divestment decision initiated solely on the basis of the information available on this website. We believe that the information provided on this website is reliable but should not be considered exhaustive. KATKO CAPITAL reserves the right to modify the contents in a discretionary manner and without notice. If, despite all the attention given by KATKO CAPITAL to the quality and up-to-date information available on this website, some of this information proves to be incorrect or incomplete, KATKO CAPITAL will regularize this situation as soon as possible. without being able to be held responsible for any errors, omissions or imperfections found. Investors are reminded that past performance is not a guide to future performance and is not consistent over time. KATKO FUND offers no guarantee of return or performance and present a risk of loss of capital. Before investing, it is necessary to first consult the KATKO FUND KIID available on our website www.katkocapital.com or on request from KATKO CAPITAL.

The minimum investment horizon for each fund is indicated in the prospectus of KATKO FUND. The amount that is reasonable to invest in KATKO FUND depends on your personal circumstances. To determine this, you must take into account your personal wealth, your current and future needs, but also your desire to take risks or otherwise favor a prudent investment. It is also strongly recommended to sufficiently diversify your investments so as not to expose them solely to the risks of the KATKO FUND. The KATKO FUND is domiciled in Ireland and may not be authorized for marketing in your country. Registration country information appears on the fund master record. The KATKO FUND share classes, which are Foreign Public Funds within the meaning of Section 13 of the US Bank Holding Company Act, have not been registered or reported to the US authorities under the US Securities Act of 1933. Accordingly, they may not be offered or sold, directly or indirectly, in the United States or on behalf of or for the benefit of a “US Person” within the meaning of US regulations (“Regulation S”). In any case, it is the responsibility of the user of this website to ensure, beforehand, that his / her connection to this website and access to the information it contains does not constitute a breach or an infringement with regard to its own legal situation and in particular with regard to the national law applicable to it.

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