Our investment philosophy

As experts in active asset management, we are solely committed to our core business: managing our clients’ assets. Our goal is to deliver consistent, long-term performance. We are a team of specialists offering top-notch, comprehensive expertise that creates value.


Our investment approach can be defined in just two words: conviction and rationality. Our investment decisions are driven by a desire to achieve active capital growth combined with a rational approach to risk, so that our clients’ wealth appreciates over the long term.


Every investment decision is made with full conviction. Those decisions are an expression of our economic and market expertise, and reflect our ability to constantly test, assess, and adapt our expertise to serve our clients’ needs.


Risk culture plays a key role in our investment choices. An investment idea is pursued only if the projected returns outweigh the calculated risk (convexity). We follow this approach at every step of the investment process. All investment ideas must pass the “4 C’s” test before being added to the portfolio: 


  • Conviction: The investment idea is the result of a collective process. A theme is selected only if it has strong approval from all members of the strategic and management committees.
  • Contrarianism: The investment idea seeks to outperform the markets by going against the prevailing market sentiment. 
  • Convexity: The investment idea seeks to maximise the positive impact and minimise the negative impact of management decisions.
  • Calibration: We place great importance on the sustainability of performance in our management process. Our goal is to deliver consistent, long-term performance by mitigating risks. When determining the weight of each investment, it is essential to ensure that the overall portfolio risk remains unaltered.

 Philosophie de Gestion 4C english



Our investment process is based on a top-down analysis of the economic backdrop coupled with bottom-up analysis and stock selection.

Contrasting market and research temporalities are combined to underpin timely investment decisions.

Our investment process is based on generating investment ideas from technical, financial and extra-financial analysis and monitoring market flows and fund strategies.

The ideas are then challenged by the group and assessed on the basis of credit risk, valuation and expected performance. The risk-return ratio lies at the heart of all our decision-making.


Our overall investment framework is shaped by the conclusions of various committees:

  • A bimonthly strategic committee to guide investments.
  • A weekly convertible bonds committee in presence of the Chief Investment Officer, the convertible bond investment team and a credit analyst.
  • A weekly fixed income and credit committee in presence of the Chief Investment Officer, the fixed income and credit team and a credit analyst.
  • A weekly multi-asset funds committee.
  • A weekly analysis committee in presence of the Chief Investment Officer and the investment, financial analysis and ESG teams.


These committees bring together all of Schelcher Prince Gestion’s investment experts.


  • A monthly risk committee brings together the Deputy CEO, Chief Investment Officer and members of the risk control and compliance teams to review risk levels in the portfolios managed by Schelcher Prince Gestion


As asset managers, our investment decisions are made with a view to optimising the risk-return ratio. To better understand the risks involved in each investment, our financial and ESG analysts examine them from both a financial and extra-financial viewpoint.

As a result, our investment philosophy is nurtured by our financial and extra-financial analysis.

We have a specialised and dynamic research team (four analysts dedicated to financial analysis and six to extra-financial analysis), which focuses on opportunities and examines them in depth, enabling us to produce our own in-house analysis.

At Schelcher Prince Gestion, our conviction is that performance is best assessed as a whole.


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