Fund management

Fund management

Our management philosophy

Our approach is simple: find good investment opportunities.

To do this, our teams study companies to identify those that can grow over the long term, while avoiding excessive risk. The aim is to help your savings grow in a balanced way, whatever the market conditions.

We look at both a company’s results and the way it operates, taking into account its impact on the environment, society and corporate governance, in order to invest responsibly and sustainably.

Our products

A differentiating management process

Our investment methodology is based on a strict, standardized, four-stage stock selection process:

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Quantitative filter

We apply a quantitative screen to our investment universe, based on two defensive factors—Low Volatility and Low Beta—alongside a positive performance factor: Momentum.

200 values

Quarterly Macroeconomic Committee

An expert committee, chaired by economist Jean-Pierre Petit, develops a quarterly macroeconomic scenario to identify both structural and cyclical investment themes.

100/150 values

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Fundamental stock analysis

Our investment team selects securities aligned with the structural and cyclical themes identified.

~50/60 values

Construction & follow-up portfolio

Building and monitoring portfolio with a focus on risk management and performance.

~50/60 values

Our listings

We invite you to consult the specific pages for each fund, for details of the
platforms on which each product is listed.

Other listings are in progress. Please do not hesitate to contact us.

Award-winning management

2019
2020
2021
2022
2023
2024
2025

Our commitments

Assets concerned by
our ESG policy
0 %
SFDR 9 fund,
with a sustainable investment objective
0
SFDR 8 fund,
promoting ESG characteristics
0
FCPEs certified
Finansol
0
FCP label
Relance
0

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