Favouring innovation as a performance criterion

We combine fundamental stock-picking with in-depth research into companies with a strong innovation culture and that benefit from significant structural growth trends. We firmly believe that innovation will allow these companies to create the necessary growth areas, via their high-potential sectors (energy transition, technology, healthcare, digitalisation, automation of the economy).

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Geoffroy Goenen
Head of European Equities
We rely on very in-depth and disciplined research that places innovation as the highest-priority investment criteria. In this way we establish a universe of original stocks in our portfolios, which we are very familiar with and which we monitor very closely. This is what differentiates us.

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Defending our choices

We have selected a limited number of strategies on which our team focuses all their efforts. For each one, we are convinced of its potential to seize the most promising opportunities in terms of long-term performance. We combine active fundamental management with an ESG approach: our funds all comply with Article 8 or 9 of the SFDR regulation Sustainable Finance Disclosure Regulation) and rely on a very active engagement policy. We are particularly keen to act with small and medium-sized businesses, which we support in their transformation and growth projects.

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Making up a bouquet of opportunities

We offer a range of products with complementary strategies that integrate the full spectrum of European equities, seeking to select the best opportunities in line with our investment policies and with the right balance between financial and non-financial performance. Our portfolios are concentrated on companies in which we have the strongest convictions and that we consider to be the winning strategies for our clients over the long term.

Figures are worth a thousand words

 

€7bn

AuM

100%

of the strategies employ ESG integration

2 Key

Investment themes: Quality & Innovation

+ 15 years

Team working together

Management at the root of our convictions

Our convictions are rooted in the team culture that fuels our thinking, makes our analyses more relevant, and challenges our search for the winning companies of today and tomorrow, whatever their sector of activity. They are enriched by proprietary fundamental and ESG research and are embodied in active management, validated by financial and ESG criteria.

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Providing clarity and consistency

We apply a disciplined investment process through methodical financial analysis, incorporating non-financial criteria to ensure the sustainability of our investments and to protect against risk. In addition, we carry out an analysis of stocks from an innovation perspective and based on criteria that are continuously reviewed, designed to give clarity and consistency to our investment choices.

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Choosing our strategies

Our offering is concentrated on three European equity strategies that provide very specific choices. A dynamic approach, which favours innovative companies in Europe; a strategy which combines quantitative management, to control volatility and adapt the portfolio's risk level to market trends, with fundamental analysis to seek to optimise performance; and a sustainable strategy, through the selection of an investment universe which meets ESG factors.

FUNDS

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Main risks on European Equity Strategies

  • Risk of loss of capital
  • Equity risk
  • Currency risk
  • Liquidity risk
  • Concentration risk
  • Derivative risk
  • Counterparty Risk
  • Volatility risk

Find out more

  • All our publications
  • Meet our experts
  • Candriam in the press

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