Deputy CEO of Tocqueville Finance
The key is to dose the portfolio properly between growth and value. Only the right combination, adjusted to market conditions, will, in our view, be a source of performances.
Brings together undervalued and overlooked stocks and attractive company stories, all adjusted to market conditions and structured within a balanced portfolio.
Benefits from the expertise of managers specialising in their particular styles, a constant give-and-take with sector analysts and experts, and a strong SRI footprint.
Controlled tracking-error with active stock-picking and no sector or country constraints, thanks to a proven investment process.
Conviction-based management with an SRI investment process that includes the macroeconomic context and adjusts to market cycles.
A performance track-record going back more than 20 years.
In-depth knowledge of Eurozone business models, and a mixed universe, including quality, cyclical and value stocks.