Objectives and Convictions
The objective is to select international companies that are actively engaged in reducing their climate impact
The objective is to select international companies fully exposed to the sports and wellness sectors
The objective is to select European, American and Asian (OECD) companies with full exposure to the health sector and a focus on innovative treatments.
A systematic management model based on a strong conviction: technology is a too for the asset manager
Convergence of themes and stock picking
Identification of structural vectors/themes
Invest in the leaders of today and tomorrow with quality management and a long-term vision
M Prime Europe Stocks:
A dual quantitative model
M Prime Europe Stocks is based on a double quantitative model:
– A Screening model, which allows to pre-select 200 stocks from a large European universe based on performance criteria.
– A Risk Optimization model, which allows the selection of the best combination of stocks within the 200 pre-selected, while limiting the portfolio turnover rate.
Minimization of the portfolio turnover rate each month
Optimization of the risk/return ratio of the overall portfolio
Capping the weight of small caps
60 to 120 stocks
Maximum weight of each line: ∼4% or depending on average transaction volume
Rotation: once a month