Cyrille Carrière

Lonvia Capital invests in business models that are sustainable sources of value generation over the long-term. The firm looks for European small- and mid-cap companies with strong development potential given their positioning in buoyant markets and growth-oriented strategies based on product innovation, investment in human capital, the acquisition of new clients, and international expansion. They aim to support the development of these companies and facilitate the creation of long-term value for their shareholders. Lonvia Capital allocates 10% of its net profit to medical research, social inclusion, and environmental conservation.

Groupama AM is an actively responsible, research-based manager which focuses on European equity and bond markets with specialist expertise in European large-caps and corporate investment grade bonds which aims to improve the risk/return ratio over the long term. For equities, the firm utilizes a bottom-up approach to select the most promising securities in line with market trends. Their fixed-income includes Eurozone or international sovereign debt, bonds indexed to euro or international inflation, investment grade credit management and aggregate asset management. Groupama AM offers short-term money market and bond funds tailored to the different cash needs of investors. An offer built to fully meet their main expectations on the asset class: low volatility, liquidity, regularity of performance.

Barclays Wealth-France is an active, research-oriented investment manager also using passive management for some of their portfolios. The firm invests in global equity and debt across all market caps, with the bulk of their investments in French equity. Research is shared within the parent group. The firm follows a top-down, thematic investment approach for equity. Their investment process starts with the selection of investment themes through a macro-economic analysis (e.g. population aging, emergent industrial countries, mergers & acquisitions). The firm's theme-based strategic allocation is reviewed monthly. Stocks with absolute performance potential are selected through financial analysis. Portfolio managers confirm their convictions through company visits and regular contacts with management. The resulting portfolios do not benchmark any particular index.