Valentin François

Montpensier is an active, medium- to long-term manager that aims to outperform their benchmark indexes over the medium- to long-term by investing in large-, mid-, and small-cap companies primarily in the euro zone and Europe. The firm bases their convertible bond management expertise on the search for convexity resulting from the hybrid profile of convertible bonds, which generates asymmetric performance. Their diversified investment management is based on active allocation between major asset categories and through internal and external direct investments. For equities, Montpensier Finance aims to generate alpha over the medium and long-term and adopts a long-term view through a Best Business Models equity investment strategy.

Oddo BHF AM is an active, long-term manager that offers a unique range of effective investment solutions on all main asset classes: European equities, corporate bonds (investment grade and high yield), convertible bonds and asset allocation solutions. The firm invests globally in a variety of asset classes including equity, fixed-income, convertible bonds, money market instruments, alternative assets and private equity. They have special expertise in mid-caps, theme investing, and quantitative equity management and manage a range of strategies including money market, hedge, balanced, active asset allocation, structured products and multimanager. Oddo BHF AM follows a bottom-up approach based on in-house fundamental research to select stocks and exploit market inefficiencies. Their equity and fixed-income teams operate in close relationship, using a combination of quantitative and fundamental analysis.

ARBEVEL is an active, long-term manager which focuses on the French small and mid-cap segment. The firm follows a pragmatic and opportunistic approach to investments in growth companies which they consider undervalued by the market or companies undergoing restructuring. They also seek to identify the companies best positioned to benefit from major structural trends including technological breakthroughs, biotechnology stakes, security, aging of the population, in order to accompany them in their development. ARBEVEL performs bottom-up, fundamental and strategic analysis of companies, including business analysis, the competitive environment, financial situation, management and valuation of the company.