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. Responsible investment is at the heart of our Equity product range.
Our Equity offer comprises well-established strategies in European, US, emerging markets and global Equities.
Europe
Over the past 40 years, we have developed a deep expertise in european Equities, including tailor made strategies for large institutions, covering the entire region and market capitalisation spectrum, from small caps to large caps.
US & International Equities
Our regional areas of expertise are designed to seek performance around the globe in both emerging and developed markets applying a research grounded investment process.
Thematic Equities
We pioneered thematic investing with a first thematic fund in 1985 and has since constantly adapted our range to meet the challenges facing our society, harness trends shaping the economy and to give investments a sense of purpose.
Our thematic funds showcase outstanding investment processes and original approaches whether they focus on healthcare, technology, human capital, big data, or energy and environmental transition. Our pioneering big data strategy is recognized for the originality of its approach and the quality of its track record.
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