Jean Raoul-Duval

Montpensier is an active, medium- to long-term manager that aims to outperform their benchmark indexes over the medium- to long-term by investing in large-, mid-, and small-cap companies primarily in the euro zone and Europe. The firm bases their convertible bond management expertise on the search for convexity resulting from the hybrid profile of convertible bonds, which generates asymmetric performance. Their diversified investment management is based on active allocation between major asset categories and through internal and external direct investments. For equities, Montpensier Finance aims to generate alpha over the medium and long-term and adopts a long-term view through a Best Business Models equity investment strategy.

Provides brokerage services

ARBEVEL is an active, long-term manager which focuses on the French small and mid-cap segment. The firm follows a pragmatic and opportunistic approach to investments in growth companies which they consider undervalued by the market or companies undergoing restructuring. They also seek to identify the companies best positioned to benefit from major structural trends including technological breakthroughs, biotechnology stakes, security, aging of the population, in order to accompany them in their development. ARBEVEL performs bottom-up, fundamental and strategic analysis of companies, including business analysis, the competitive environment, financial situation, management and valuation of the company.

Quilvest AM France is an active manager which specializes in European equities and equity funds of funds. For European equities, the firm selects stock based on a top-down approach, analyzing macroeconomic fundamentals such as growth, leading indicators, employment, interest rates and inflation, aiming to identify the most promising sectors. For equity fund of funds, they select funds globally across asset classes, integrating them in their funds of retail funds and mandates.

Provides Investment Advice