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

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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Letter from the CIO AM : US assets call for further caution

Market insights

Letter from the CIO AM : US assets call for further caution

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.

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Edmond de Rothschild Asset Management launches Global Resilience, a new thematic international equity strategy

Press release

Edmond de Rothschild Asset Management launches Global Resilience, a new thematic international equity strategy

21/05/2025

The EdR SICAV Global Resilience fund focuses on four key contemporary challenges: defense & cybersecurity, critical infrastructure, protection, and strategic resources. 

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EdR SICAV European Smaller Companies: Leverage fresh economic momentum in Europe

Thematic and product insights

EdR SICAV European Smaller Companies: Leverage fresh economic momentum in Europe

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.

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