Capture companies’ long-term upside potential. Tap into conviction-based, opportunistic SRI equities management to achieve returns in all market contexts, while minimising the risks of steep volatility.
Deputy CEO of Tocqueville Finance
Tocqueville Finance possesses long-standing proximity to European and, more recently, global companies, allowing it to offer equity investment strategies based on strong convictions that integrate social, societal, environmental and governance challenges.
Identify companies having a profile of steady, solid and sustained growth & seek to exploit the potential of undervalued stocks
Support companies that take up the challenges of our time
Select tomorrow’s champions, which promote a strategic and responsible vision
Seek out opportunities in the Eurozone with no sector, style or market cap bias
Integrates financial and extra-financial dimensions of European equities, with a full offering covering all management styles and thematics, including growth, value, blend, small & mid caps and thematics.
Takes a contrarian approach that is off the beaten path and based on in-depth familiarity with companies and their business models.
Identifies sustainable opportunities and performance catalysts.
Choose the right valuation method and determine upside and downside potential with a target price.
Rigorous and collaborative research to identify responsible thematics and companies with the best long-term prospects.
Proximity to companies. More than 1000 meetings annually and a proprietary database archiving 30 years of know-how in European stocks.
Research quality and valuation capacity. Robust construction of portfolios reflecting managers’ conviction for each risk-reward profile.