Equities

In an environment of low returns on secured savings, diversifying one’s investments has become a must. Investing in equity funds may be a worthwhile alternative, as they offer higher returns in exchange for the assumption of greater risk.

To cope with new investor demands and the new market challenges, CPR AM is offering a full line of equity funds with all types of management styles and covering all geographical regions.

CPR AM is also extending its expertise to theme-based shares based on promising and innovative strategies (ageing of the population, low-carbon).

The expertise developed by CPR AM is based on the know-how of its teams and their solid experience in the financial markets in which they invest. The many contacts between investment manager and analyst combined with their in-depth knowledge of the sectors concerned all help them detect the best opportunities.

OUR MANAGEMENT PHILOSOPHY

STOCK PICKING AS AN ESSENTIAL SOURCE OF ADDED VALUE

PROPRIETARY QUANTITATIVE TOOLS TO BACK THE DECISION-MAKING PROCESS

IN-DEPTH KNOWLEDGE OF EACH COMPANY’S BUSINESS ACTIVITY AND HOW THEY OPERATE

EXAMPLES OF EQUITY INVESTMENT STRATEGIES

The growth strategy

This consists in investing in companies identified as having strong upside potential in future-oriented sectors (ex: start-ups in new technologies).

The value strategy

This consists in spotting stocks that are undervalued compared to their current intrinsic value. The managers select companies with solid balance sheets, that are well managed and that have a clear strategy.

The high-dividend strategy

Some stocks offer a steady yield, i.e., their market price may be less volatile in exchange for a recurring dividend. A high-dividend-type strategy consists in investing in companies that pay out, on average, higher dividends than comparable companies from the same sector.

The thematic strategy

This consists in seizing opportunities in long-term trends in our economies and our societies, such as, for example, the ageing of the population or mergers & acquisitions.

These strategies offer no performance guarantee and incur the risk of a loss of principal. If the equities or indices to which the portfolio is exposed decline, the fund’s net asset value could also lose value. Refer to the product’s legal documentation for detailed information on its risk profile.

Past performances are not a reliable indicator of future performances of the funds and of the funds manager.