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Lombard Odier Asset Management (Europe) Ltd.
Jean-Pascal Porcherot · Asset Manager · Multi-Strategy
Lombard Odier Asset Management (Europe) Limited is the primary institutional asset management arm of the Lombard Odier Group, a prestigious Swiss private bank founded in 1796. Operating as an independent partnership, the firm is headquartered in London and manages a diverse array of specialized active investment strategies across equities, fixed income, and alternative markets. It is notably recognized for its '1798' alternatives platform, which provides hedge fund solutions. The firm differentiates itself through a stable, long-term perspective and a unique partnership model that ensures an alignment of interests between the managers and their global institutional and wholesale clients. With a heritage spanning over two centuries, the institution focuses on delivering innovative, research-driven investment solutions that navigate complex global markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.1% |
| YTD return | +7.9% |
| Sharpe ratio | 2.72 |
| Win rate | 41% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.lombardodier.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SBIGY | Sabre Insurance Group plc | 16.0% | 0.0% |
| NVDA | NVIDIA Corporation | 14.8% | +18.9% |
| GOOGL | Alphabet Inc Class A | 10.1% | +13.8% |
| AMZN | Amazon.com Inc | 5.6% | +8.2% |
| MU | Micron Technology Inc | 3.9% | +22.9% |
| WM | Waste Management Inc | 3.8% | -5.5% |
| MRK | Merck & Company Inc | 3.6% | +24.4% |
| NEXN | Nexxen International Ltd | 3.6% | -7.6% |
| NOW | ServiceNow Inc | 3.5% | -5.0% |
| NVS | Novartis AG ADR | 3.5% | -2.7% |
| ASML | ASML Holding NV ADR | 3.4% | +27.6% |
| TMO | Thermo Fisher Scientific Inc | 3.2% | +28.9% |
| ZBRA | Zebra Technologies Corporation | 3.2% | +1.6% |
| JNJ | Johnson & Johnson | 3.2% | +1.2% |
| EBAY | eBay Inc | 3.2% | +3.6% |
| LLY | Eli Lilly and Company | 3.2% | -5.7% |
| CCK | Crown Holdings Inc | 3.2% | -7.2% |
| UUGRY | United Utilities Group PLC ADR | 3.1% | -0.0% |
| PANW | Palo Alto Networks Inc | 3.1% | +13.9% |
| RSG | Republic Services Inc | 3.0% | -4.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | SBIGY | 16.1% → 16.0% |
| Sep 14, 2026 | BUY | PANW | 0.0% → 3.1% |
| Sep 14, 2026 | BUY | AMZN | 5.4% → 5.6% |
| Sep 14, 2026 | BUY | NVS | 3.9% → 3.5% |
| Sep 14, 2026 | BUY | NEXN | 3.5% → 3.6% |
Investment Style Analysis
Lombard Odier Asset Management (Europe) Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Insurance Brokers sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Lombard Odier Asset Management (Europe) Ltd. made a significant move by reducing the position in SBIGY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy is guided by its 'rethink everything' ethos, which emphasizes the need to challenge traditional investment paradigms to achieve sustainable value. At the core of its strategy is the proprietary CLIC™ framework—focusing on a Circular, Lean, Inclusive, and Clean economy—to align portfolios with the global transition toward sustainability. The firm employs a disciplined, research-intensive approach that integrates top-down macroeconomic analysis with bottom-up conviction-based stock selection. By identifying systemic shifts and focusing on fundamental economic drivers, the institution seeks to manage risk effectively while capturing alpha. This long-term perspective is designed to help clients navigate the risks and opportunities presented by evolving environmental and digital transitions.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Lombard Odier Asset Management (Europe) Ltd..
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Frequently asked questions
How is the simulated portfolio for Lombard Odier Asset Management (Europe) Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Lombard Odier Asset Management (Europe) Ltd.'s largest holding?
As of the latest filing, Lombard Odier Asset Management (Europe) Ltd.'s top position is Sabre Insurance Group plc (SBIGY), representing 16.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Lombard Odier Asset Management (Europe) Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +16.1% with a win rate of 41%. Notably, the portfolio maintains a Sharpe Ratio of 2.72, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Lombard Odier Asset Management (Europe) Ltd. primarily invest in?
Lombard Odier Asset Management (Europe) Ltd. has a strong preference for the Semiconductors sector, which makes up 18.7% of their disclosed assets. The portfolio also has exposure to Insurance Brokers, indicating a specific thematic focus.
Is Lombard Odier Asset Management (Europe) Ltd.'s portfolio concentrated or diversified?
Lombard Odier Asset Management (Europe) Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Lombard Odier Asset Management (Europe) Ltd. performed in 2026?
Our AI-simulated model portfolio for Lombard Odier Asset Management (Europe) Ltd. tracks a Year-to-Date (YTD) return of +7.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jean-Pascal Porcherot manage Lombard Odier Asset Management (Europe) Ltd. directly?
Yes, Jean-Pascal Porcherot serves as the key portfolio manager for Lombard Odier Asset Management (Europe) Ltd., overseeing the investment strategy and final capital allocation decisions.