Echiquier Entrepreneurs celebrates three years of success

Paris, 19 October 2016

Echiquier Entrepreneurs celebrates its third year anniversary. Launched on 18 October 2013, this conviction-based investment fund devoted to European small and mid caps[1] represents today more than €200 million[2] in assets under management.

“When carried out methodically and with conviction, stock-picking remains a formidable performance driver over the medium and long term,” commented Didier Le Menestrel, Chairman of La Financière de l’Echiquier. “Echiquier Entrepreneurs’ performance reflects the discipline and intuition of a management team that tirelessly seeks to identify throughout Europe talented entrepreneurs and ambitious projects.”

Since inception, Echiquier Entrepreneurs has achieved growth of 61.9% compared to 33.4% for its benchmark (MSCI Europe Micro Cap NR), representing an annualised return of 17.4%[3].

The fund exemplifies the methodology used by La Financière de l’Echiquier over the last 25 years to identify within an extremely large investment universe of nearly 3,000 companies, those with potential for generating value. Echiquier Entrepreneurs is focused on strong independent growth projects, i.e. less sensitive to major macroeconomic trends and focusing on disruptive innovations, changing regulatory or technological market environments or evolving consumer trends. The fund is managed by a dedicated team of three managers with more than 40 years of combined experience in small and mid caps, in addition to an analyst.

La Financière de l’Echiquier has more than €2 billion in assets under management invested in European micro, small and mid caps.

For more information about the Echiquier Entrepreneurs fund, click here.

To consult the 2016 pan-European study of small and mid caps of La Financière de l’Echiquier (in partnership with the MiddleNext Research Institute), click here.




Press contacts
Laurent Sécheret +33 (0)1 53 23 87 48 / +33 (0)1 53 23 87 48
Géraldine Fanara / / +33 (0)1 47 23 98 12
Delphine Peyrat-Stricker / / +33 (0)1 53 70 74 14
Anne-Charlotte Créac’h / / +33 (0)1 53 70 94 21


About LFDE –

Created in 1991, La Financière de l’Echiquier is one of the leading French independent asset management companies with nearly €7.5 billion assets under management and a team of 104 employees. LFDE is wholly-owned by its management and employees. Its business: managing savings and financial investments for retail customers, wealth management advisors and institutional customers. LFDE is also present in Germany, Austria, Belgium, Swiss, Italy and Spain

[1] Market capitalisation between €100 million and €500 million.

[2] All data in this press release is from 18 october 2016.

[3] Past performances are not indicative of future results and are not constant over time. This fund is invested mainly in equities and incurs a risk of capital loss.