On 7th June 1991, exactly 30 years ago, Clartan Valeurs and Clartan Patrimoine were created.
These two signature funds for our company are amongst a very select group to be managed with the same philosophy and to be jointly managed by members of the original team after 30 years of existence.
Since 1991, despite the turbulence we have seen – the tech-stock bubble, the financial crisis, the euro debt crisis and most recently the pandemic – Clartan Valeurs has returned a performance of over 830%, a ninefold increase in capital invested.
The net asset value of Clartan Patrimoine has more than tripled (+280%), with annualised volatility of 3,2% since inception.
We look forward to supporting our loyal investors over the next 30 years.