A fundamental Small/Micro Cap Eurozone management combining financial and extra-financial criteria
Article 8 SFDR
(in the process of being validated)
Abacus process DNA
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 consists of the extra-financial analysis of the stocks, integrating environmental, social, societal and governance ESG criteria, controversy indicators and impact analysis.
The final step is to construct and monitor the portfolio according to valuation, risk and liquidity criteria, including controversy management.
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Abacus Discovery is a sub-fund of the Placeuro SICAV in Luxembourg, composed of small-cap stocks from countries in the Eurozone, selected for their fundamental qualities. These “Small/Micro” companies, whose capitalisation does not exceed €2 billion at the time of their acquisition in the portfolio, are selected through a rigorous and transparent process, Abacus, in complete independence from stock market indices. This proprietary methodology allows us to aim for a better risk-adjusted performance. This fund is eligible for PEA. The benchmark is the Eurostoxx Small NR.
The Abacus Discovery sub-fund adopts a comprehensive extra-financial strategy, in line with Article 8 of the Disclosure Regulation, with an in-depth analysis of ESG risks and impacts, greenhouse gas emissions, scope 1,2,3. The sub-fund adopts a “Best-in-Universe” approach, investing in the highest rated companies regardless of their sector of activity, with a preference for sectors considered more virtuous. The sub-fund adopts normative and sector exclusions in order to avoid investing in models with a high potential for negative impact and controversy.
Normative and sectoral exclusions
ESG analysis based on dual materiality
Positive impact measurement
Best in Universe
Analysis of greenhouse gas emissions