Credit Agricole SA

BNP Paribas France manages a range of active investment strategies – both fundamental and quantitative, in addition to strategies managed to replicate specific indices and benchmarks – across a wide universe of assets extending from equities, fixed income, multi-asset and LDI solutions to alternatives. Their investment teams share a number of common beliefs: there are opportunities to maximize long-term returns in inefficient markets; a combination of systematic evaluation and qualitative insight is the best way to identify opportunities; a disciplined, consistent investment process is vital for investment success over the long term; and risk management needs to be fully embedded in the investment process.

AIF is an active, global asset manager with integrated expertise across all major asset classes. Their investment process is bottom-up, based on fundamental financial analysis and valuation, and informed by top-down macro-economic research. The stock selection process focuses on favorable industry sectors and uses a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio. The firm invest with conviction for the long-term. They manage risks with discipline and rigor.

DNCA Finance’s investment philosophy emphasizes quality and having a safety margin for all investments, aiming to avoid volatility. The investment approach they use is bottom-up and is based on fundamental research. The firm invests in European equity, seeking to invest in undervalued companies that are shareholder conscious and have quality management, sound financials, a strong market position, positive momentum and upside potential. Portfolio managers jointly approve investment decisions. DNCA Finance’s in-house research includes company visits. They outsource supplementary sector-specific research from sector specialists.

Chairman at Fondation pour l'Agriculture et la Ruralité dans le Monde