Deputy CEO of Tocqueville Finance
Investing in small & mid-sized companies means tapping into a dynamic universe that offers a wealth of opportunities in France and the rest of the euro zone. We detect them through our long-standing small & midcap presence and our close-up relationships with company managers.
Investing through direct contacts with the entrepreneurial world to encourage the financing of regional economies and contributing to the development of French and European smaller companies.
A long-standing presence in small & mid caps that helps us identify and research a sector rich in opportunities.
Monitoring a deep and diversified universe featuring innovative and highly adaptive niche businesses.
Companies that are often management- or family-owned and that therefore take a real-world, sustainable and long-term view of their business.
Broad coverage of the universe, from the smallest companies (microcaps to small caps: market capitalisations < €7bn) to more developed companies midcaps (with market capitalisations between €7bn and €12bn).
Active, discretionary and fundamentals-based equity management, reflecting the managers’ convictions with special attention to liquidity.
Systematic combination of financial and extra-financial research.
Thorough and collaborative research to identify tomorrow’s champions having managers endowed with strategic, long-term visions that are less vulnerable to political and economic shifts.