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
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
Past performance is not a reliable indicator of future performance. Prior to any subscription, investors are invited to consult the legal documentation (KIID and prospectus) available on request or on the website www.amplegest.com. Tax treatment depends on the individual circumstances of each client and is subject to change in the future.
Risks inherent in investments in European and international equity UCIs: management risk, risk of capital loss, equity risk, interest rate risk, credit risk, currency risk, liquidity risk, risk associated with small and mid-caps, counterparty risk. Investors should be aware that the operating and supervisory conditions of certain emerging countries may deviate from the standards prevailing on the major international markets. As a result, the net asset value may fall.
The details and definitions of the above risks can be consulted here: Amplegest (silk.am)
Past performance is not a reliable indicator of future performance. Prior to any subscription, investors are invited to consult the legal documentation (KIID and prospectus) available on request or on the website www.amplegest.com. Tax treatment depends on the individual circumstances of each client and is subject to change in the future.
Risks inherent in investments in European and international equity UCIs: management risk, risk of capital loss, equity risk, interest rate risk, credit risk, currency risk, liquidity risk, risk associated with small and mid-caps, counterparty risk. Investors should be aware that the operating and supervisory conditions of certain emerging countries may deviate from the standards prevailing on the major international markets. As a result, the net asset value may fall.
The details and definitions of the above risks can be consulted here: Amplegest (silk.am)
Flexible 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.
Past performance is not a reliable indicator of future performance. Prior to any subscription, investors are invited to consult the legal documentation (KIID and prospectus) available on request or on the website www.amplegest.com. The tax treatment depends on the individual situation of each client and is subject to change in the future.
Risks inherent in investments in global macro UCIs: management risk, equity risk, small and mid-cap risk, risk of capital loss, discretionary management risk, liquidity risk, interest rate risk, credit risk, foreign exchange risk, risk associated with convertible bonds, subordination risk, counterparty risk. Investors should be aware that the operating and supervisory conditions of certain emerging countries may deviate from the standards prevailing on the major international markets. As a result, the net asset value may fall.
The details and definitions of the above risks can be consulted here: Amplegest (silk.am)
Past performance is not a reliable indicator of future performance. Prior to any subscription, investors are invited to consult the legal documentation (KIID and prospectus) available on request or on the website www.amplegest.com. The tax treatment depends on the individual situation of each client and is subject to change in the future.
Risks inherent in investments in global macro UCIs: management risk, equity risk, small and mid-cap risk, risk of capital loss, discretionary management risk, liquidity risk, interest rate risk, credit risk, foreign exchange risk, risk associated with convertible bonds, subordination risk, counterparty risk. Investors should be aware that the operating and supervisory conditions of certain emerging countries may deviate from the standards prevailing on the major international markets. As a result, the net asset value may fall.
The details and definitions of the above risks can be consulted here: Amplegest (silk.am)
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.
Past performance is not a reliable indicator of future performance. Prior to any subscription, investors are invited to consult the legal documentation (KIID and prospectus) available on request or on the website www.amplegest.com. The tax treatment depends on the individual situation of each client and is subject to change in the future.
Risks inherent in investments in bond UCIs: risk of capital loss, risk associated with discretionary management, liquidity risk, interest rate risk, credit risk, currency risk, counterparty risk, risk associated with convertible bonds, risk associated with subordination. Investors should be aware that the operating and supervisory conditions of certain emerging countries may deviate from the standards prevailing on the major international markets. As a result, the net asset value may fall.
The details and definitions of the above risks can be consulted here: Amplegest (silk.am)
Past performance is not a reliable indicator of future performance. Prior to any subscription, investors are invited to consult the legal documentation (KIID and prospectus) available on request or on the website www.amplegest.com. The tax treatment depends on the individual situation of each client and is subject to change in the future.
Risks inherent in investments in bond UCIs: risk of capital loss, risk associated with discretionary management, liquidity risk, interest rate risk, credit risk, currency risk, counterparty risk, risk associated with convertible bonds, risk associated with subordination. Investors should be aware that the operating and supervisory conditions of certain emerging countries may deviate from the standards prevailing on the major international markets. As a result, the net asset value may fall.
The details and definitions of the above risks can be consulted here: Amplegest (silk.am)
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Sales team
Flogny
Barbara Flogny
Meftah
Amel Meftah
Leost
Elsa Leost
Houas
Samia Houas
de Oliveira
