Our management philosophy

Our mission: to identify those stocks which present the best potential in their sectors and which show strong visibility at a reasonable price.

For each of our funds the management team has set a two-fold objective: to preserve the capital invested over the long term and to outperform the relevant share indexes, regardless of the economic context.

Our investment strategy: to combine prudence with performance

  • A long term strategic view: Our first

question is not how much, but how much time? In order to benefit from sustained performance we aim to select those companies and sectors which will meet the needs of our society in the future, regardless of economic conditions. To this end we exclude businesses which are strongly cyclical or linked to consumption.

  • Financial structure and visibility of turnover expectations: Financière de Champlain has built the success of its management on a strategy of rigorous stock picking1, notably in the universe of medium capitalized companies (Performance Avenir ***** S&P).
  • In-depth knowledge of the companies and their management: All new investment is preceded by meetings with the management of the companies concerned. We meet over 600 companies each year.
  • Flexibility in equity exposure: Depending on the markets, this may vary between 75% and 85% (30% and 50% for Champlain Opportunité).