The traditional expertise of the Edmond de Rothschild Group, Equities Management is based on the investment team's strongest convictions. It is not linked to benchmarks and offers investors a distinctive renge based on a unique fundamental approach, enabling sustainable performance.
A seasoned player in the European equities segment, the Group is also highly regarded for its US and Global equity market expertise. Its offer is characterised by distinctive themes that create added value.
Since its launch in 1981, the Group Equities division has been
characterised by its performance, control of risk and steady results. It has
gained strength over time, driven by the constant pursuit of innovation. Today
it is made up of well-established offer, particularly in European, US and international
equities, as well as niche themes.
The Edmond de Rothschild Group's active management approach is based on strong convictions and is not constrained by any indices. The Group's experts, partners over the long term, seek to identify the genuine intrinsic value of companies, irrespective of trends or the consensus. Thus, they only select companies that are successful over the long term. They make over 2,000 visits per year to assess the solidity of the companies' fundamentals, their potential for performance and the alignment of their management teams with their shareholders' interests.
The Group's portfolio managers are specialised by geographical zone and/or by theme. Located in one of three management hubs (Paris, Frankfurt and Hong Kong), they benefit from exposure to the regional dynamics of local equity markets. Being both managers and analysts, they make their investment decisions based on their own research, which is backed by interaction with the Corporate Debt division.