Bg America LLC

Boussard & Gavaudan America LLC, part of the BG Group, was established in February 2016 in New York. The firm primarily provides investment advisory services to the BG Master Fund ICAV and Boussard & Gavaudan SICAV. With approximately $111,333,000 in regulatory assets under management as of December 31, 2024, the firm operates on a discretionary basis only. Clients are Qualified Purchasers or Professional Investors, with a minimum initial investment of €100,000 or its USD equivalent. The firm's investment strategies focus on US securities and include volatility, equity, credit, and trading strategies. Boussard & Gavaudan employs a five-step approach for investment analysis, emphasizing fundamental and quantitative analysis to identify mispricing and catalysts for convergence. The firm's risk management includes macroeconomic and microeconomic risk assessments, with a focus on market, credit, currency, interest rate, and counterparty risks. Boussard & Gavaudan has not faced disciplinary actions and operates with a Code of Ethics to ensure fair treatment of clients. The firm does not use soft dollars and may aggregate orders for cost efficiency. Clients' accounts are reviewed daily, and audited financial statements are provided annually. Boussard & Gavaudan exercises investment discretion and has a Proxy Voting Policy to fulfill fiduciary duties. The firm has no financial commitments impairing its obligations to clients and has not undergone bankruptcy proceedings. For further details, clients can contact Tanguy Prigent, Group Compliance Officer.