Objectives
- Fund eligible for PEA accounts
- Generate better performance than the main European indices over a period of more than 5 years
Investment universe
- Companies registered in a member state of the European Union or the European Economic Area (at least 75% of the fund), with a maximum of 25% invested in companies registered and listed in other Council of Europe member states
Strategy
- Selecting stocks with the potential to outperform the market over the medium term
Démarche ESG
Exclusions
Sectoral
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling, thermal coal.
Behavioural
Major controversies relating to the environment, society, governance, business ethics or products.
Best-in-Class
ESG requirement
>50% of net assets in equities and bond with the best ratings (A+, A-, B+).
83% at 30th June 2025
Engagement
Voting at AGMs
Voting at least 50% of shares held.
Dialogue
Engagement in dialogue with management bodies on ESG issues.
Team
In 2006, after three years at KPMG entrusted with auditing missions and transactions for major international banks (the General Electric capital group, HSBC, Credit Suisse in particular), it was high time for me to play an active part. My project was to find a position where I could give a priority to my three sources of motivation and enrichment: finance, the analysis necessary for decision-making and thirdly, direct contact with clients. Capital management at Clartan Associés fully meets these three criteria. But it was in fact a fourth consideration that led to my decision to join this unique enterprise: the certainty that I would be participating in a human endeavour as part of a high quality team sharing the most important values. At each step of my career, both academic and professional, I have seen how working as a team enriches and has a “levelling-up” effect. It is precisely this spirit that is cultivated in our company. Every member of Clartan Associés contributes to the building of a company with strong, deep roots and which has great potential for growth.
Training: HEC – IEP Paris
Languages: French, English, German
Having gained experience with mergers & acquisitions at Lazard, and with a Masters in Finance and Strategy from Sciences Po Paris, I was delighted to join Clartan Associés in March 2013. An earlier internship with the company was a rich and rewarding experience, providing in-depth training in financial analysis. I learnt to share the company’s values of rigorous work, intellectual curiosity, team spirit and a strong business culture, which have become part of my daily life. After receiving AMF certification, I am now in a position to take part in all management decisions. Through my experience in investment banking and auditing I am able to contribute my modelling skills, rapid execution and a fresh approach and new ideas. My special focus is financial analysis, fund management and customer accounts under management contract. Clartan Associés is a serious company that is geared towards excellence and the future. I am delighted to build my professional career here and to participate in the company’s development.
Education: Sciences Po Paris, Masters in Finance and Strategy
Languages: French, English, Spanish, Portuguese
I worked for the BNP Paribas group for fifteen years before joining Clartan Associés in 2011. At each step of my career I have looked, as far as possible, for a supportive human environment, membership of a team that I respect and activities that combine analysis and contacts. My arrival at Clartan Associés has an extra dimension in that I am asked to fit in with a rather special form of organisation, with a degree of rigour and professionalism corresponding to the responsibilities of capital management for third parties, and a philosophy of sustained service that entails a long-term view. My training as an engineer and my professional experience in management control and looking after the clients of large multinational companies means that I am able to contribute to financial analysis and relations with our professional and institutional clients. Finally, I like to think that my British nationality adds a certain exotic island touch.
Training: Ecole Centrale Paris / MSc Econometrics Cambridge University / Collège des Ingénieurs
Languages: French, English, Spanish
After graduating from HEC Lausanne, I had the good fortune of joining Clartan Associés in 2021, where I am responsible for analysing the companies that make up our investment universe. I also provide commercial services for our Swiss clients. I was immediately won over by Clartan’s values, especially the focus on teamwork, investment excellence and client relations. The collective approach to long-term ethical investment seems to be the best formula for generating sustainable value.
Education: Masters in Accounting, Control and Finance, HEC Lausanne
Languages: French, English, Bulgarian