​​​​​​​​​​​Equ​ities​​​​​

​​​​​​​​​​​Equ​ities​​​​​

Our equity proposition is based on an active, high-conviction approach, in which our long-term stance and bottom-up stock-picking discipline is underpinned by in-depth fundamental research. A multi-year investment horizon and an investment culture focused on wealth preservation are guiding principles in designing equity portfolios aimed at generating consistent risk-adjusted returns.

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OUR INVESTMENT PHILOSOPHY

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Our investment approach is structured according to the following principles:

We assess companies through a holistic lens, looking at a wide range of fundamental factors and applying a strict valuation framework.


Our research is based on intensive company due diligence with direct contacts with management.


We run concentrated portfolios built on a balanced structure and risk diversification.


We aim to identify companies which create value for all stakeholders.


We have structured a robust ESG integration framework, so that we can offer a comprehensive range of RI/sustainable equity funds and solutions.


TARGETING OPPORTUNITIES

Equities can be a pillar of long-term wealth creation, but also a source of sho​​rt term volatility. As a specialist equity manager, we are able to design a wide range of investment solutions and products, tailored to our clients’ requirements and objectives.

Our offer comprises well-established strategies in European, US, Emerging Markets and Global equities. Our global thematic equity range places a strong emphasis on sustainability and impact themes such as Tech for Good, Climate Change, Access to Medicine and Human Capital.​

 

​​​INVESTING WITH  ​CONVICTION

As long-term investors, we believe that an active and fundamentally driven approach free from benchmark considerations is key to delivering consistent risk adjusted returns. With this in mind, we have anchored our investment approach on time-tested principles relying on in-depth research, portfolio construction discipline and active risk management.

RESEARCH AT THE ROOTS OF OUR CONVICTIONS

We base our investment decisions on in-de​pth proprietary research with direct access to companies’ managements. We also benefit from the insight of internal experts on macroeconomic research, cross-asset investment strategy and Responsible Investment. At the same time, we recognise the value that can be extracted from independent research and have built a comprehensive network of experts in the academic and corporate world to identify long-term risks/opportunities.

RESPONSIBLE INVESTMENT AT THE HEART OF OUR PROCESS

For several decades, our aim has been to address real issues facing society while at the same time delivering financial returns. This has shaped our sustainability investment framework bolstered by the Edmond de Rothschild G​roup’s DNA.

From an investment perspective, we believe that over time, the achievements of a great business will go beyond pure financial performance. We have developed our own sustainability ratings in order to be proactive and to bring ESG factors into the mainstream of our investment decisions. We are also committed to active stewardship and engagement to foster change and enhance best practices on ESG issues.

INTEGRATED RISK MANAGEMENT

Our objective is to ensure that the value creation resulting from our stock picking is not derailed by unwanted risks, and to shelter the portfolio from risk concentration. To this end, our portfolios are diversified across style factors and sectors​, and portfolio risks are actively monitored at several levels by our investment teams and independent risk teams.


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​​OUR TEAMS ​​SPECIALISATION AND SYNERGIES

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Our organisation is structured around two principles:
​Portfolio managers are fully empowered to make investment decisions, and our investment culture is highly collaborative and fosters synergies and innovation.

SPECIALISED TEAMS

​Our investment managers are specialised by geographical area and/or by theme, and are expected to develop strong and differentiating convictions in their segments. They focus on fundamental analysis of companies, and their positions are underpinned by detailed knowledge of each company's business model and managerial organisation.

BACKED BY ROBUST RESOURCES

To generate long-term value, conviction-driven strategies must be executed within a framework based on rigour and top-notch processes.

Our equity teams draw on the Group's global resources, particularly in terms of research and control systems. The investment managers follow a disciplined and robust investment process, which allows them to manage risk according to the specific profile of each fund.

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Performance is created over the long term. It stems from strong convictions about companies capable of meeting the challenges of tomorrow. Our objective is to offer sustainable investment solutions that can have a concrete impact on the real economy.​
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Caroline Gauthier and Jacques-Aurélien Marcireau,
Co-Head of Equities​

KEY FIGURES​
at 31/12/2020

250Years                                                                               
of financial tradition                                                                               
                                                                               
 
 
6,3BN.EUR                                                                               
assets under management in equities                                                                               
                                                                               
 
 
21                                                                               
Experts in equities                                                                               
​​                           
                                                                               
 
 
6,3BN.EUR                                                                               
assets under management in equities                                                                               
                                                                               
 
 
250Years                                                                               
of financial tradition                                                                               
                                                                               
 
 
21                                                                               
Experts in equities                                                                               

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