Since Equities are a major component of modern portfolio asset allocations, it is a critical challenge to properly implement an appropriate risk-adjusted return equity strategy.
We firmly believe ‘the market is always right’ on the long term, however market dislocations may appear regularly. Consequently, Eurinvest Partners provides pure active management strategies driven by our strong convictions to profit from those arising opportunities.

In this context, Eurinvest Partners established two complementary long-only approaches.
On the one hand, traditional stock picking based on thorough fundamental financial analysis of companies, strengthened by in-depth sector and market analysis.
On the other hand, we developed a “quantamental” approach, a blend of quantitative and fundamental analysis. While making the best possible use of quantitative models, we believe in the added value of human decision and conviction in our investment process over the long run.

Holding companies are companies that do not carry out operational activities themselves but whose activities consist of taking financial stakes in listed and/or unlisted companies. Generally, Holding companies are controlled by historical family shareholders. Investing in Holding companies therefore means opting for immediate diversification with a long-term vision.

Acquiring a thorough knowledge of the sector is essential as the selection is quite tricky.
Indeed, Holding companies can manage more than a hundred of underlying interests in various sectors.
In addition, market value of Holdings generally diverges from their intrinsic value. This phenomenon is represented as a “discount” and results from complex factors (strategy, structure, shareholdings, etc.).

The know-how and skills of our experts, coupled with our proprietary “mean reversion” valuation model, allows us to benefit from temporary market irrationalities and the perks of investing in Holdings companies while minimizing the inherent risk.

As its name suggests, Alternative Investment differs from Traditional Investment as it benefits from the infinite possibilities inherent to derivatives instruments.

The use of derivatives has long been forgotten by banks or restricted to large institutional investors despite allowing direct access to a large panel of underlyings (e.g., equities, fixed-income, commodities, currency, interest rates, volatility, etc.).

Eurinvest Partners believe that the potential of derivatives can be fully appreciated while implementing various strategies (neutral, contrarian, levered, etc.) to properly manage risk levels.
Even though those instruments are highly technical, our long-dated expertise in derivatives gives the opportunity to hedge or leverage a portfolio depending on the risk tolerance of our clients.

Besides our niche expertise, Eurinvest Partners does not pretend to own extensive competencies and resources to cover the broad financial universe in depth.
Therefore, we have developed a comprehensive expertise of funds selection to access the skills of leading investment managers around the globe and hence optimize our clients’ portfolio.

Our Funds Open Architecture is carefully selecting a collection of ‘top best performing funds’ in the financial industry. It combines both in-house and external funds, providing investors the ability to cover the entire scope of assets classes, strategies, thematic and access additional expertise.

Our main assumption is based on the philosophy that best-in-class niche expertise has been progressively forgotten over passive investments, even though we are convinced they could perform on the long run within an appropriate asset allocation.

Since ESG – Environment Social Governance – investing accelerates in demand, several key trends are emerging, from climate change to social unrest. It is a plural and constantly evolving concept but Eurinvest has chosen to embrace this trend as it believes investment should be beneficial to all stakeholders, clients, collaborators, suppliers, civil society and the environment.

Our goal is to offer a differentiating and innovative investment approach.
Therefore, we establish an ESG fund selection embedded in our Fund Open Architecture, allowing clients to benefit from the best-in-class ESG third-party funds available.