Smart Cities Equities

Innovative companies capitalising on the trend of accelerating urbanisation

Key Features

  1. Invest in a responsible portfolio
  2. Capitalise on strong, visible trends: demographic growth, urbanisation, mobility, digitalisation, and sustainable development
  3. Access a selection of innovative companies that are contributing to the city of tomorrow

Our strengths

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    Conviction-based Management

    Our fund managers rely on conviction-driven 100% stock-picking, using a ‘Quality GARP’1 approach to select innovative companies, from mid-caps to mega-cap listed companies.

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    ESG Integration

    Our managers integrate ESG criteria throughout the securities selection process using a proprietary analysis framework.

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    Team-Based Approach

    Our management team has three senior managers. Each one contributes a specific area of expertise with maximum complementarity: real estate, small and mid-caps and ESG issues.

1. Quality Growth At Reasonable Price. This approach seeks to make selections based on three criteria: quality, growth and reasonable price. To achieve this, our managers rely on in-depth proprietary in-house research that draws on their regular meetings with company management.  

 

Our investment team

  • Florent 
Eyroulet

    Florent
    Eyroulet

    Analyst-Manager

  • Ronan
 
Poupon

    Ronan

    Poupon

    Analyst-Manager

  • Thierry 
Cuypers

    Thierry
    Cuypers

    HEAD OF SMALL & MID CAPS EQUITIES

Further reading

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