Philippe Hottinguer Gestion offers institutional investors tailored solutions and advises them in the allocation and management of their assets, taking into account their regulatory and tax constraints.
Our mission is to invest responsibly in order to create sustainable value for all stakeholders. Our proprietary investment approach is based on a discretionary investment process (known as “Abacus”) aimed at delivering the best risk-adjusted performance. It is based on a “buy and hold” approach and incorporates a comprehensive ESG strategy.
Our management demonstrates flexibility, responsiveness and creativity in anticipating new challenges in a constantly changing world.
Edwin Faure, Chief Investment Officer
Investment process - Abacus
Our mission is to invest responsibly in order to create sustainable value for all stakeholders. Our proprietary investment approach is based on a discretionary investment process called “Abacus” which aims to deliver the best risk-adjusted performance.
The first step is to filter the investment universe using quantitative performance and risk criteria.
The second step consists of a fundamental analysis of stocks in line with a macro-economic analysis, integrating quantitative, qualitative and financial criteria.
The third step is the extra-financial analysis of the stocks, integrating environmental, social, societal and governance ESG criteria, controversy indicators, as well as impact analysis.
The final step is to construct and monitor the portfolio according to valuation, risk and liquidity criteria, including controversy management.
Our approach is based on several investment principles
Active management to provide its shareholders with the highest possible appreciation of the capital invested.
A better risk-adjusted performance than the benchmark.
Good control of volatility and drawdowns.
The integration of ESG factors to minimise risks, identify opportunities and focus on the positive impact of our funds.
The construction and monitoring of the portfolio according to valuation, risk and liquidity criteria.
Meeting and maintaining dialogue with company management.
These principles form our investment strategy and guide asset allocation and security selection.
Our method in action
- We form our own assessments of each company in which we invest through several stages of financial analysis, enriched by our analysts’ evaluations and research.
- We maintain regular contact and open dialogue with the companies we invest in.
- Our proprietary non-financial analysis is integrated into our Abacus investment process, which we believe is essential to mitigate risks, identify opportunities and focus on the positive impact of our funds.
- We make decisions based on our convictions and our innovative long-term vision.