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Equities,
our expertise.


An active and conviction-led approach applying a range of strategies to build a concentrated portfolio aimed at generating consistent risk-adjusted returns over the long term.
Maxi Edmond de Rothschild, winner of the Arkea Ultim Challenge - Brest
Equities
Our expertise Our Investment Approach Our Strategies Our Team
Our strength in Equities is built upon a clear and distinctive perspective which informs our approach. In the words of our 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 strength in Equities is built upon a clear and distinctive perspective which informs our approach. In the words of our 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

A high-conviction
approach to Equities

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Detail of tapestry, Four Seasons Hotel, Megève

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.

Latest
Equities insights

Artificial intelligence: Craze meets reality

Thematic and product insights,

Artificial intelligence: Craze meets reality

27/03/2025

For almost three years now, AI has single-handedly dominated financial news headlines, generating a flurry of content and analysis. But never has it been so difficult to make a pragmatic assessment of its potential and its advancement.
The confusion today stems from three factors: first, technology is developing at a startling rate. I still remember, back in 2019, reading Architects of Intelligence: The truth about AI from the people building it, a collection of 23 lengthy interviews with the most eminent AI specialists at the time. The recent breakthroughs have undeniably taken the world by surprise - including executives at Meta and Microsoft, and even Elon Musk.

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Letter from the CIO AM : When politics spill over into markets and the economy

Market insights,

Letter from the CIO AM : When politics spill over into markets and the economy

11/03/2025

The first weeks of Donald Trump’s mandate are unfolding at a staggering pace and in chaotic fashion, leaving observers increasingly stunned. And yet, events are proceeding as planned according to his programme. Donald Trump is doing what he said he would.

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Market flash: As peace talks between Russia and Ukraine start, Donald Trump remains unpredictable

Market insights

Market flash: As peace talks between Russia and Ukraine start, Donald Trump remains unpredictable

21/02/2025

•    Hopes of a resolution to the Ukrainian conflict buoyed European equities at the beginning of the week, but Donald Trump's tariff announcements and criticism of Zelensky then caused European and Asian stocks to fall.
•    Donald Trump threatened to escalate the trade war with additional taxes on cars, semiconductors and pharmaceuticals.
•    The FOMC minutes revealed concerns that Donald Trump’s trade and migration policies might fuel inflation.

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Outlook & Convictions - S1 2025

Market insights

Outlook & Convictions - S1 2025

05/02/2025

Benjamin Melman, our Global CIO AM, shares his insights for the upcoming months, focusing on major asset classes, essential themes, and priority regions as we enter the new year.

 

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