European and Global Equities Thematic all caps investment process
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.
The objective is to select companies fully involved in the Cloud and Software Saas sectors with an approach based on 3 company profiles.
A systematic management model based on a strong conviction: technology is a too for the asset manager
Convergence of themes and stock picking
► Select themes with high potential and focused on the United Nations SDGs
► Favor the purity of the thematic
► Identify the most promising vectors
► Investing methodically in today’s and tomorrow’s leaders
► Focus on quality management with a long-term vision
► Fundamental and extra-financial analysis
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