A true absolute return strategy, it employs a dynamic range of time-tested fixed income strategies to seek returns of €STR index + 2%, no matter the market cycle. These include yield curve trades, long/short directional plays and arbitrage strategies that seek relative value.
The philosophy
A clear, rigorous and disciplined investment process
Reasons to consider
A flexible mandate and the use of derivatives means that the strategy can effectively modify its duration, from -3 to +7. This means the strategy aims to perform strongly in both inflationary and deflationary environments and can be a sound long-term investment across multiple cycles.
The strategy aims to maintain a hard limit of 5% ex anté volatility. This is done through analysis of the macroeconomic situation, and careful security selection based on the team’s proprietary risk/return ratio.
“With a strong focus on multi-strategy, flexible and international bond management, we have built a strategy that aims to deliver in all market environments”
– Francois Collet, Deputy CIO and Portfolio Manager, DNCA Investments
The analyses and opinions referenced herein represent the subjective views of the author(s) as referenced, are as of the date shown and are subject to change without prior notice.
Risks to consider
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income and alternative investments. There is no assurance than any investment will meet its performance objectives of that losses will be avoided. There could be other differences across similar products in the same strategy. Investors should fully understand the risks and other relevant details associated with any investment prior to investing.
The team
An experienced team.
François Collet
Deputy CIO - Portfolio manager
DNCA Investments
Fabien Georges
Portfolio manager
DNCA Investments
Pascal Gilbert
Portfolio Manager
DNCA Investments
The firm
DNCA Investments is an active and responsible management company. Created in 2000, DNCA Finance is recognized for conviction-based management across asset classes, management styles (Value, Blend and Growth) and geographical regions.
Their wealth management approach puts risk considerations at the center of their engagement, embedding them into each stage of the investment process whether it be financial or extra-financial dimensions.
Their investment offering is organized around five areas of expertise (Fixed Income, Global Macro, Multi-Asset, Equities and Beyond). Their strategies are well recognized and have been regularly awarded.
Paris
France
150+
Employees
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