Geoffroy Goenen
About this author

Geoffroy Goenen

Head of Fundamental European Equity Management

Geoffroy Goenen has been Head of Fundamental European Equity Management since 2011. Beginning his career in 1997 in financial analysis, structured products and trading at Dexia Bank, in 1999 he took on a role as a European Equity Fund manager at Candriam’s predecessory company until adopting his current role.

Geoffroy holds Master’s degrees in law from the Université Catholique de Louvain in Belgium and in international law from the University of Leiden in the Netherlands.

Discover the latest articles by Geoffroy Goenen

Equities, Geoffroy Goenen, Jean-Baptiste Sergeant

European small caps: rebound at last in sight!

After a correction of 25% between November 2021 and October 2023, European small caps are now trading at lower valuations than large caps, both in terms of discounted cash flows and earnings multiples, which is a historical anomaly.
Q&A, Geoffroy Goenen, Equities

A fundamental quality approach with risk-reduction techniques

Geoffroy Goenen, Head of Fundamental European Equity, explains how their team takes a very different approach, investing in a portfolio of high quality stocks based on rigorous fundamental analysis and then applying two different techniques to minimise its volatility – and maximise its risk adjusted return.
Equities, Geoffroy Goenen, Value vs Growth

The second step of the waltz

Despite a fairly significant rally beginning in October, European equity markets, battered by major outflows since the start of the crisis in Ukraine, recorded a correction over the year 2022 (-9.5%). Although European equities finished the year on a relative outperformance compared with the United States (-13.4%) and emerging markets (-15.1%)1, the year was still a source of concern for investors, who are now asking questions about what may arise in 2023.
Equities, Geoffroy Goenen, Value vs Growth

European markets or the three-step waltz

Since the beginning of the year, the European market – like its peers - has suffered a severe correction. Market participants are watching out for the low point, the green light that will allow the market to reposition itself for the long term.
Q&A, Geoffroy Goenen, Antoine Hamoir

Innovation: a true value creator

Innovation is the best corporate strategy for creating a sustainable competitive advantage and for driving future growth and proftability. Geoffroy Goenen, , Head of Fundamental European Equity, and Antoine Hamoir, , CFA Senior Fund Manager, believe that successful innovators have the ability to lead their industry, outclass the competi tion and exceed fnancial expectation

Find it fast

Get information faster with a single click

Get insights straight to your inbox