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