Equities,
our strategies.


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
strategies

234Vendanges 38 234Vendanges 38
Cave Macán, Rioja

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.

Latest
Equities insights

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.

LEARN MORE
Letter from the CIO AM : Has the elephant smashed the China?

Market insights,

Letter from the CIO AM : Has the elephant smashed the China?

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

LEARN MORE
Investing in resilience: A clear-eyed response to the fractures of our time

Thematic and product insights,

Investing in resilience: A clear-eyed response to the fractures of our time

30/04/2025

The world is changing rapidly - and not always for the better. The geopolitical landscape is becoming increasingly tense, with extended conflicts, fragmentation of alliances, climate change, the resurgence of protectionism and the rise of populism. These dynamics are causing deep and lasting disruptions that challenge supply chains, economic stability, and population security.

LEARN MORE
An overwhelming need for resilience

Market insights

An overwhelming need for resilience

03/04/2025

After 30 years of «happy» globalization, the world is a changed place post-pandemic, hit by geopolitical risk and plagued by daily cyber-attacks, with citizens seeking protection. The stock market outlook is particularly attractive for companies exposed to the security theme, which offer investors and the general public the resilience they so desperately need. 

LEARN MORE