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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
Equities
Our expertise Our Investment Approach Our Strategies Our Team

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

Edmond de Rothschild Asset Management strengthens quantitative management team and launches the first three funds in its Quartz range

Press release,

Edmond de Rothschild Asset Management strengthens quantitative management team and launches the first three funds in its Quartz range

09/06/2026

—    The three new funds are Core US, Core EMU and Defensive Global Equities strategies
—    They are the first products in a range named Quartz, which will initially comprise seven funds by the end of 2026
—    The quantitative management team is being strengthened by the arrival of Yu Sun and Juan Sebastian Caicedo, both quantitative analysts and portfolio managers.

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Agentic AI opens a new chapter for Big Data

Thematic and product insights

Agentic AI opens a new chapter for Big Data

03/06/2026

The rise of agent-based artificial intelligence (AI) is opening a new chapter in the technology cycle. By enabling AI ‘agents’ to perform sequential tasks, connect to third-party systems and manage real-world processes, this wave is driving explosive data growth and redefining infrastructure requirements, to the benefit of certain key players, from edge cloud to industrial robotics.

At the same time, the anticipated arrival of mega-IPOs such as SpaceX, Anthropic and OpenAI is reviving memories of the dot-com bubble and raising questions about fair valuation in a market dominated by capital flows. In this context, how can we distinguish the long-term winners from mere market noise? Xiadong Bao, Senior Portfolio Manager of the EdR Fund Big Data, provides the answer.

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Edmond de Rothschild Asset Management takes 4th place in the Alpha League Table

Awards

Edmond de Rothschild Asset Management takes 4th place in the Alpha League Table

01/06/2026

We are delighted to have been ranked fourth this year in this leading French index, which recognises consistency and quality in active management within the equity market.

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EdR Fund Big Data and EdR SICAV Euro Sustainable Credit have been awarded at the 2026 SICAV Grand Prix

Awards

EdR Fund Big Data and EdR SICAV Euro Sustainable Credit have been awarded at the 2026 SICAV Grand Prix

12/05/2026

Edmond de Rothschild Asset Management has won two awards at the 2026 Grand Prix des Sicav, organised by Mieux Vivre votre Argent magazine.

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