OUR STRONG AND RELIABLE INVESTMENT PHILOSOPHY INFUSES ALL ASPECTS OF OUR ASSET MANAGEMENT PROCESS.
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:
TEAM INTERACTION SHAPES OUR INVESTMENT DECISIONS
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:
These committees bring together all of Schelcher Prince Gestion’s investment experts.
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.