Our expertise
From small and medium-sized stocks to European and international equities, responsible investment, European credits or asset allocation, we have developed conviction-based approaches for each of our areas of expertise.
European and international equities
A 30-year track record in stock selection
As seasoned stock-pickers, we put in-depth knowledge of companies and their leaders at the heart of our process.
You can gain exposure to the best European equity opportunities by tapping into the wide range of expertise – growth, value, small and mid caps, large caps, eurozone, SRI and positive impact – available in our European equity funds.
Our original expertise in European stock selection has been extended to include international large caps. We invest in the major players driving international growth, in innovative growth companies with the potential for worldwide success, and in societal issues and major trends within the global economy, through a variety of thematic solutions (focused on themes such as artificial intelligence and space).
Responsible investment
Meaningful investment
At LFDE, we have believed in responsible investment for more than 30 years, and this is reflected in our rigorous selection of the companies in which we invest.
Drawing on our experience, we are continually enhancing our analysis methods, anchored by our focus on governance and dialogue with companies. Fully 100% of the companies in which we invest have been analysed on the basis of environmental, social and governance (ESG) criteria.
All our funds follow our responsible investor approach, which is built around an exclusion policy, non-financial analysis, dialogue with companies and the transparency of our investments.
Our range offers three levels of commitment.
- ESG integration
- Sustainable convictions
- Impact investing
European small and mid caps
A universe full of opportunities, where our stock-picking know-how is key
EEach opportunity goes through a rigorous process combining fundamental and independent analysis. Our three strategies cover the full range of capitalisation sizes in this universe.
Estimation of the relevance of growth projects,
leadership positioning and alignment of interests with management.
Meetings with company managers across Europe
to validate fundamental analysis and establish close relationships with companies.
Extra-financial analysis
to complete the fundamental vision and assess risks and opportunities.
Methodical and rigorous investment
By an expert team of managers and analysts specialising in the analysis of European small and mid-caps.
Multi-asset expertise
We draw on the expertise of our in-house team to search for yield wherever it is to be found.
La Financière de l'Echiquier seeks to provide you with the best possible service by leveraging our knowledge in areas such as asset allocation and European and international equities, while investing in the full spectrum of corporate debt, mainly in Europe. Our know-how is primarily based on:
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A strategic and tactical approach
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Access to different growth drivers through diversification
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Arbitrage within and between asset classes to maximise risk/return
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Derivatives used for hedging
This toolbox means we can react fast and maximise our ability to mitigate market reversals. This know-how is particularly evident in our open-ended funds as well as in our tailor-made solutions.
Asset allocation
The combination of our selection know-how and our strategic and tactical allocation for all risk profiles
Four key words:
Experience
Our management team benefits from expertise forged in the field.
Rigour
Our analysis is based on the economic and financial environment, as well as on the specific nature of your constraints and objectives.
Know-how
Equities, corporate bonds, convertible bonds or mutual funds, each investment vehicle is carefully selected in light of our knowledge of global markets.
Agility
We know how to react diligently and quickly adapt asset allocation.
Themed funds
Social issues and deep trends in the global economy: our thematic solutions
LFDE has developed a cutting-edge thematic range that allows us to invest in the major trends of the global economy, offering a wealth of opportunities. We therefore provide our clients with innovative and diversified solutions focused on individual themes including artificial intelligence, space, robotics and automation, and healthcare, or on all the megatrends that we believe will shape the future.
Credit and convertible bonds
Applying LFDE’s expertise in asset selection to fixed income securities
We invest in a wide range of bonds:
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Corporate debt: hybrids, convertibles, senior secured and unsecured
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Financial debt: Tier 1, Tier 2, CoCos, senior, etc.
We offer you a range of vehicles to invest in this asset class:
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A selection of debt securities and short-maturity bonds mainly issued by corporate issuers
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Corporate and financial debt, mainly from the eurozone, both investment grade and high yield
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European convertible bonds
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Perpetual subordinated or long-dated euro-denominated bonds issued by private non-financial companies