Asset Management
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Independence underlying our expertise
Amplegest management skills are the result of the merger of several independent portfolio management firms, all expert in their fields: Amplegest, Invest AM and Octo AM.
Implemented through conviction-driven management, the strategies offered by Amplegest cover a wide range of asset classes while retaining their boutique spirit: management of European and international equities, global macro and fixed income with a value approach.
Management approaches are long-term and take into account non-financial criteria by including ESG.
For further information on responsible investment
Managed by Octo Asset Management, a portfolio management company approved by the AMF and made available by Amplegest through a distribution deal.
European and international equity management
Equity management under the Pricing Power theme (private equity approach) reflects Amplegest’s long-term expertise.
Our management philosophy is focused on disciplined microeconomic analysis and in-house research. The result is rigorous stock picking and long-term investment in companies with which managers work closely.
Our conviction-driven fund managers endeavour to obtain sustainable performance by investing in companies capable of value creation over the long-term.
A dedicated team of eight fund managers and analysts applies these solutions through two main approaches:
Private Equity for small and midcap companies,
and Pricing Power for large caps
Our european and international equity funds
Global macro management
Global Macro management at Amplegest is the result of the 2022 merger with Invest AM, a specialist in global asset allocation.
This 100% top-down management approach is based on global macroeconomic analysis. Though open to all geographic zones, asset classes and currencies, the approach has only one main objective: to preserve our investors’ capital.
The solutions are implemented through efficient, liquid instruments which provide the most accurate reflection of global markets: ETF (trackers), futures and specialised funds.
This unique approach is available through an exclusive range of three funds, the invest latitude range.
Fixed income value management
An Amplegest subsidiary since 2018, Octo AM provides Amplegest and its clients unique skills in fixed income management with a value focus.
Pioneered by Benjamin Graham in The Intelligent Investor (1949), value investing aims to systematically identify gaps between the intrinsic value of a security and its market price, and to exploit the difference for profit.
Credit analysis provides the foundation for the Octo AM management teams, which through ongoing innovative research focus on prices and volume. Their objective is to identify bonds which provide a yield higher than their credit risk for a given maturity.
This skill is available through open-end funds, dedicated funds and mandated funds.
Managed by Octo Asset Management, a portfolio management company approved by the AMF and made available by Amplegest through a distribution deal.
Managed by Octo Asset Management, a portfolio management company approved by the AMF and made available by Amplegest through a distribution deal.
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