Our expertise

To generate performance

To generate performance

The traditional expertise of the Edmond de Rothschild Group, Equities Management is based on the management team's strongest convictions. It is not linked to benchmarks and offers investors distinctive products that are very different from conventional portfolios. This activity is based on a unique fundamental approach, enabling consistent performance.

Our fund center

The Fund Center provides extensive information about the ranges of Edmond de Rothschild Group funds:

  • Investment objectives
  • Performance data
  • Documents


Our approach

The difference

The Group is a long-established player in European equities and also has a recognised presence in the US and Global equities markets. The strategies are characterised by distinctive themes that are a source of added value.

Our expertise - Equities 

Our philosophy

Specialisation and conviction

  • A long-established expertise within the Edmond de Rothschild Group

    ​Since the launch of the first equity fund in 1981, the Group Equities division has been characterised by its performance, risk control and consistency. It has gained strength over time, driven by the constant pursuit of innovation. Today it is made up of flagship funds, particularly in European, US and international equities, as well as niche themes.

  • Concentrated portfolios reflect the managers' strongest convictions

    ​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 and long term partners seek to identify the genuine intrinsic value of companies, irrespective of trends or the consensus. Our managers 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.

  • Specialist knowledge and skills

    ​The Group's managers are specialists by geographical zone and/or by theme. They are based in one of three management hubs (Paris, Frankfurt and Hong Kong) and benefit from exposure to the regional dynamics of the 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.