Family Holdings and Quality Cos

Exclusive access to our Holdings universe with our proprietary discount-based strategy

Overview

Family Holding & Quality Cos is an actively managed long-only equity Fund. The Fund primarily invests in Holdings companies and Quality stocks domiciled in the European Economic Area as well as OECD countries.

The universe of Holdings companies is limited but offers various advantages: substantial undervalued assets, diversification, indirect access to private equity investments and long term entrepreneurial and family strategic approach.

The fund’s investment strategy is based on Holdings Discount: a discount at which a Holding company generally trades (market value) compare to its assets fair value (intrinsic value).
The use of an internal proprietary model allows the Fund to properly identify this fundamental market dislocation and compare it to historical trends. Thorough financial analysis need to support an investment signal leading to a mean reversion of the discount.

This quantitative approach paired with thoroughly fundamental analysis enables to deliver recurring outperformances on a long investment horizon.

Family Holding & Quality Cos is a sub-funds of Eurinvest LUXCITS.

Asset Allocation

Legal documents

Net Asset Value

Risk Indicator

For more information about the Fund risks, please refer to the Prospectus et KIIDS du fonds

Equity Geographic Exposure

Commercial reports