With 9 billion euros in AUM as at 31/12/2017, Edmond de Rothschild AM (France) is an equity specialist fund manager; European Equities and Global Equities (including Emerging equities) are naturally among our key areas of expertise. We have been managing this asset class for over 30 years.
Our approach is based on the observation that a company does not permanently remain in a given universe, its characteristics change over time. In this respect, different groups of stocks co-exist (value, deep value, growth, small and mid-caps and corporate transformations) and are complementary in delivering outperformance over an entire economic cycle. We have therefore chosen to run a range of separate, pure funds, whose styles remain stable over time.
Our ability to innovate and adapt our strategy to the economic context, while remaining in line with our pure investment style, is essential in delivering long term, sustainable returns.
We are invested in generalist and thematic global equities portfolios and, in emerging equities : we invest across sectors and thematic global equity strategies - where companies are mainly assessed in the light of their exposure to specific sectors/theme.