- Generate capital growth over the long term (minimum 5 years)
- Generate long-term performance better than that of global equity markets
- International companies with strong and sustainable profitability
- Invest at a discount to long-term value
- Acting as a wealth management holding company, retain investments for as long as quality and performance criteria are met
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling.
Major controversies relating to the environment, society, governance, business ethics or products.
>50% of assets invested in the shares and bonds of companies with the best ratings in the sector (A+, A-, B+).
87 % at 28th February 2023
Voting at AGMs
Voting at least 50% of shares held.
Engagement in dialogue with management bodies on ESG issues.
I began my career in the energy industry in 2005 where I worked as a young engineer for the American ConocoPhillips. After several assignments in different countries (Norway, China, and the United States), I switched into market finance in 2014 and joined Alken Asset Management in London as an equities analyst. In 2021, it seemed only natural to join Clartan because I am convinced by the company’s values and business model: a collegiate investment management team specialising in long-term, socially-responsible investment. The stability of the Clartan management team and investment philosophy seem to be major strengths for growing our clients’ capital over the long term.
Education: Ecole Polytechnique - NTNU (Norway)
Languages: French, English
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
After seventeen years spent at a trading desk advising institutional investors in the management of their shares portfolio, I joined Clartan Associés to satisfy my desire to be involved in capital management. I have found at this company an exceptional sense of common purpose, both in-house and externally, and the possibility of working with confidence in a context where time had become my friend. The exchanges we have with those companies in which we may invest and the relationships we maintain with our clients all constitute a richness that is continually being renewed.
Training: MBA Wharton
Languages: French, English