Value
Value style: seeking to benefit from the rebound of undervalued stocks
“Tocqueville Finance’s Value approach seeks to invest in companies that we believe offer significant potential for medium-term appreciation. We invest when the price deviates too much from the fundamental value of the stock and when a catalyst is identified”
Value at Tocqueville Finance
- An open and unbiased investment philosophy
- Disciplined management that adapts to economic cycles
- An investment universe covering all sectors and all capitalisation sizes
The key points of our “value” selection
- A valuation multiple for each business
- Understanding the sector’s business model
- Analyse the specificities of the company (governance, management, history, etc.) within its sector
- Identify one or more short- to medium-term catalysts that could lead to an increase in share price
The essentials
- Value style: our DNA since 1991
- A methodical and pragmatic approach
- A proprietary database: 30 years of archived knowledge of the European equity universe
- An intimate knowledge of European companies: over 1,000 contacts with companies per year
- A reflection and analysis of the economic and market environment at all times
- The contribution and mutual enrichment of Tocqueville Finance’s three other areas of expertise
Our value funds
- Tocqueville Value Europe ISR
- Tocqueville Dividende ISR
- Tocqueville Value Amérique ISR
- LBPAM ISR Actions Value Euro – Delegated management funds – LBP AM group ownership