Blend

The Alliance of stock selection and macroeconomic analysis

Tocqueville Finance’s “Blend” management approach is based on a search for stocks with specific histories associated with different market regimes.

“Blend” management at Tocqueville Finance

• Investment choices adjusted to market cycles
• No sector or style bias and consistent with the analysis of the associated market regime
• Constant search for specific stories with a catalyst

Key points of our “Blend” selection

• Integration of the macroeconomic context, without running counter to the market cycle
• An analysis of the environment and market cycles that guides the search for new ideas.
• Fundamental and extra-financial analysis

The essentials

• A methodical, pragmatic approach
• Integration of the macroeconomic context, without running counter to the market cycle
• Proprietary decision-making tools: quantitative screening & valuation to map the analysis universe
• Exchanges between managers of different investment ideas, in line with the market regime
• A long-standing culture of stock-picking in European equities

Our Blend funds

• Tocqueville Euro Equity SRI*

*Funds under delegated management belonging to the LBP AM Group