Performance is created over the long term. It stems from strong convictions about companies capable of meeting the challenges of tomorrow. Our objective is to offer sustainable investment solutions that can have a concrete impact on the real economy.
Caroline Gauthier and Jacques-Aurélien Marcireau
Co-heads of Equities
Performance is created over the long term. It stems from strong convictions about companies capable of meeting the challenges of tomorrow. Our objective is to offer sustainable investment solutions that can have a concrete impact on the real economy.
Caroline Gauthier and Jacques-Aurélien Marcireau
Co-heads of Equities
Our Equity proposition is based on an active, high-conviction approach, in which our long-term stance and bottom-up stock-picking discipline is underpinned by in-depth fundamental research. A multi-year investment horizon and an investment culture focused on wealth preservation are guiding principles in designing Equity portfolios aimed at generating consistent risk-adjusted returns.
Our organisation is structured around two principles: Portfolio managers are fully empowered to make investment decisions, and our investment culture is highly collaborative and fosters synergies and innovation.
Equities can be a pillar of long-term wealth creation, but also a source of short term volatility. As a specialist Equity manager, we are able to design a wide range of investment solutions and products, tailored to our clients’ requirements and objectives.
Our offer comprises well-established strategies in European, US, Emerging Markets and Global Equities. Our global thematic Equity range places a strong emphasis on themes such as Big Data, Healthcare or Human Capital.
Market insights
04/06/2025
The US administration is pushing the idea that the protectionist phase will end around the July 4th celebrations and that it will then focus on a programme of tax cuts and deregulation, which investors seem to believe in. The draft budget being drawn up in Congress does indeed raise hopes of a net fiscal stimulus of around 1% of GDP.
Press release
21/05/2025
The EdR SICAV Global Resilience fund focuses on four key contemporary challenges: defense & cybersecurity, critical infrastructure, protection, and strategic resources.
Thematic and product insights
13/05/2025
Europe is entering a new phase of massive investment supported by the historic rearming and infrastructure spending plans announced recently by Germany and the European commission. This major turnaround is part of broader efforts to support reindustrialisation, technological innovation, and economic sovereignty.
It also offers a highly attractive environment for Europe’s small and mid-sized companies, particularly as their cyclical and domestic profile should allow them to fully reap the benefits these investment plans will generate for the Eurozone’s economy.
Market insights,
07/05/2025
So far this year, market performances have been essentially driven by political factors. Although the S&P500 index is now returning to its pre-Liberation Day levels, all indicators suggest that CEO and consumer confidence has dived since Trump’s announcements. The market rebound seems fuelled by a notion conveyed by the Trump administration that from July 4th, the government would turn the page on protectionism and switch to its tax cut and deregulation programmes