Equities Management by Tocqueville Finance
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.
Key figures
€12
Bnin assets under management
(as of end-2022)
13
veteran
managers-analysts
Michel Saugné
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.
Growth &
Value
Identify companies having a profile of steady, solid and sustained growth & seek to exploit the potential of undervalued stocks
Thematics
Support companies that take up the challenges of our time
Small & Mid Caps
Select tomorrow’s champions, which promote a strategic and responsible vision
Blend
Seek out opportunities in the Eurozone with no sector, style or market cap bias
Key features
of our offering
1.
Conviction-based management.
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.
2.
Non-benchmarked.
Takes a contrarian approach that is off the beaten path and based on in-depth familiarity with companies and their business models.
3.
Identifies sustainable opportunities and performance catalysts.
Choose the right valuation method and determine upside and downside potential with a target price.
Benefits and
what sets us apart
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.