Long/Short
Dynamic strategy
$30 Million
Assets under management 2026
2000
Companies analyzed
Our investment principles
01
Capitalization
We invest exclusively in companies with market capitalizations exceeding $10 billion, targeting large capitalizations recognized for their stability, liquidity and growth potential.
02
Resilience
We primarily focus on US stocks, which have historically been recognized for their superior performance and ability to generate long-term growth, particularly in key sectors such as technology.
03
Longevity
We adopt a resolutely sustainable management approach, favoring strategic investments in robust companies capable of generating sustainable growth over several economic cycles.
04
Diversification
We apply strict portfolio diversification with a minimum of 40 positions, spread across different sectors and geographies, in order to reduce risks while maximizing growth opportunities.
Our exhibition
The geographic allocation of assets follows a strategy called 90/10. We operate 90% in US assets. The remaining 10% is concentrated in
Europe and Asia on very specific values depending on the market context.
Risk management
We implement risk control systems adapted to our exposure and our longevity objectives
5%
of the maximum portfolio per asset
DCA
position taken by Dollar-Cost Averaging
10%