Deputy CEO of Tocqueville Finance
Thematic equity management offers a broad line of funds dedicated to conviction-based support for companies that are providing sustainable solutions for the world’s major challenges in demographics, society, the climate, technologies, etc.
Committed to sustainable development through support for the most virtuous companies having a positive trajectory in various thematics that take up the major contemporary challenges in biodiversity and the climate.
Invests in innovative companies in the digital economy, the payments and e-commerce sector, electric vehicles and medical equipment.
Diversify portfolios while investing sustainably in US and Asian equity markets.
Captures opportunities arising from longer lifespans and benefits from growth sectors catering to seniors in the areas of healthcare, consumption and finance.
Thorough and collaborative research to identify sustainable thematics and companies that integrate ESG-related societal challenges.
Quality research and valuation capacities, based on understanding business models for long-term performance.
A structured approach to risk, stock-by-stock and for the portfolio as a whole, with the search for a favourable risk/reward profiles and good diversification.