Objectives
- Generate capital growth over the long term (minimum 5 years)
- Generate long-term performance better than that of global equity markets
Investment universe
- International companies with strong and sustainable profitability
Strategy
- 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
ESG approach
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+).
75% at 31st March 2025
Engagement
Voting at AGMs
Voting at least 50% of shares held.
Dialogue
Engagement in dialogue with management bodies on ESG issues.
Team
After starting in fundamental financial analysis for investors, working with Professor Bertrand Jacquillat at the firm Associés en Finance, I was recruited as an investor by the Allianz group. I soon realised that the constraints involved with this type of structure were not compatible with my own vision of investment. By way of contrast, at Clartan Associés I found a client oriented basic management culture and a continuous searching for product excellence. What is more, I also found that there is a real entrepreneurial spirit at the company, which is still being nurtured, and a company culture where the development of the company and the person go hand in hand.
Training: ESCP Europe / Diplom-Kaufmann (Technische Universität Berlin) / Training centre of the SFAF (French Society of Financial Analysts)
Languages: French, English, German
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