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OUR FUNDS

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.

1. Analysis of quantitative criteria

The first step is to filter the investment universe using quantitative performance and risk criteria.

2. Fundamental analysis of stocks

The second step consists of a fundamental analysis of stocks in line with a macro-economic analysis, integrating quantitative, qualitative and financial criteria.

3. Extra-financial analysis of stocks

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.

4. Portfolio construction and monitoring

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.

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    Please read the following regulatory information carefully before consulting the Philippe Hottinguer Gestion (hereafter PHG) website.

    This site is not intended for use by persons in countries where, by reason of the nationality of the persons, their place of residence or for any other reason, the distribution of or access to this site is prohibited. Access to the information presenting PHG's various products, funds and services may be restricted or prohibited by the laws or regulations applicable to visitors to the site, especially the laws of the country from which they are visiting the website. It is the visitor's responsibility to obtain information and to comply with all applicable laws and regulations. The potential financial products presented are not registered under US federal securities laws or any other laws applicable in the states, territories and possessions of the United States of America. Consequently, no PHG financial product may be marketed directly or indirectly in the United States (including its territories and possessions) and to or for the benefit of residents and citizens of the United States of America and "U.S. Persons". This restriction also applies to residents and citizens of the United States of America and "U.S. Persons" who may view or have access to this information. The information on the PHG website is provided for information purposes only and has no pre-contractual or contractual value. They may be modified without prior notice in accordance with applicable regulations. They may not be used for any purpose other than that for which they were conceived and they may not be reproduced or transmitted, in whole or in part, without the prior written authorisation of PHG, which may not be held liable for any use that may be made of these elements by a third party. The information contained in this site must under no circumstances be interpreted as an offer to buy or sell shares or units in a fund and is under no circumstances intended for a country in which such an offer, sale or recommendation is prohibited.

    For further information, please refer to the various fund prospectuses available from PHG or the GECO database published by the Autorité des Marchés Financiers (AMF). Investments are subject to a risk of capital loss. Past performance is no guarantee of future performance and is not constant over time.

    PHG also informs investors that it cannot be held responsible for any investment decision made or not made solely on the basis of the information contained on its website.

    Philippe Hottinguer Gestion is an asset management company approved by the AMF under number GP-11000021.