Equities, our investment approach.


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

Our approach
to Equities

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Detail of the foot of the Gitana table, bank lounges, Geneva

The key components of our approach flow from this statement:
We assess companies through a holistic lens, considering a wide range of fundamental factors and applying a strict valuation framework.

Our research is based on intensive due diligence and is based around direct contacts with management.

We run concentrated portfolios built on balanced structures and risk diversification.

We focus on companies which are committed to creating value for all stakeholders.

We apply our proprietary integrated ESG framework, so we can offer a range of RI/sustainable Equity funds and solutions.

Latest
Equities insights

Market flash: The screws tighten on prime minister Bayrou’s government

Market insights

Market flash: The screws tighten on prime minister Bayrou’s government

05/09/2025

•    Despite the current political uncertainty, French government debt is still easily finding buyers, with the France’s treasury department successfully raising € 11bn. 
•    Fiscal risk weighed on the UK’s long bonds, with 30-year gilt yields reaching highs not seen since 1998.
•    US Treasury yields were under pressure this week, as the 30-year bond revisited 5% before poor economic data caused it to fall back.

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Investing in european sovereignty: Beyond the current economic situation, a lasting commitment

Market insights,

Investing in european sovereignty: Beyond the current economic situation, a lasting commitment

04/09/2025

At the Rimini Meeting, Mario Draghi made a harsh assessment: Europe believed that its economic power was enough to secure its geopolitical role. Recent events (war in Ukraine, tensions with the United States, rivalry with China) have dispelled this illusion. The European Union, a spectator to major upheavals, must transform itself if it wants to defend its fundamental values: democracy, freedom, sovereignty, and prosperity.

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Letter from the CIO AM : A bumpy end to the summer, with stable allocationsv

Market insights,

Letter from the CIO AM : A bumpy end to the summer, with stable allocationsv

03/09/2025

On either side of the Atlantic, these past few weeks have been bustling with news. Although we chose not to adjust our allocations in response to these headlines, we did strengthen several of our convictions and have identified new factors calling for vigilance.

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Through market shifts, EdR Fund Big Data stays rooted in long-term value

Thematic and product insights,

Through market shifts, EdR Fund Big Data stays rooted in long-term value

30/06/2025

Since he was re-elected, Donald Trump has blown hot and cold on capital markets with his multiple announcements. Volatility and poor visibility did not spare high potential investment thematics, including artificial intelligence. An opportunity for Jacques-Aurélien Marcireau, Manager of Edmond de Rothschild Fund Big Data, to highlight the importance of caution and discipline when investing in technology stocks.

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