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Access the most recent interviews with our investment experts and find out more about our leading events, market insights and news.

Shedding light on the Sycomore Sélection Responsable fund 

20.11.2018
Our Experts
Arnaud d’Aligny, Senior Portfolio Manager, outlines the strategy of the SRI & conviction-driven fund, Sycomore Sélection Responsable… What are the keys to its stock-picking? How are extra-financial considerations integrated in the portfolio management? Explanations in a brief video!
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Sycomore Happy@Work celebrates its 3rd anniversary

02.08.2018
A happy and fulfilled employee is more creative, more engaged and more productive. De facto, Sycomore Happy@Work invests in companies that value their human capital. By fostering a fulfilling working environment, they create a virtuous circle that generates sustainable performance and shared value.Read

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Spotlight on… Costco

09.07.2018
Costco is a one-of-a-kind retailer, offering excellent value for money to customers on the basis of an annual membership fee. Its efficient operations, strong growth potential and commitment to human capital put Costco as one of our convictions. This opinion is further strengthened after our...Read

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Sycomore Long / Short Opportunities unveiled

27.06.2018
Sycomore Long / Short Opportunities is a fund invested in European equities according to a flexible directional strategy. Here’s an explanation of the fund’s investment strategy in a nutshell!Read

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Sycomore Shared Growth: societal impact, key to sustainable growth

30.04.2018
Sycomore Shared Growth fundamentals: a SRI fund focusing on companies offering solutions to the world’s major social challenges and embedding this positive impact objective into their strategy, in order to deliver profitable and sustainable growth. Sara Carvalho de Oliveira, SRI analyst, unlocks...Read

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Insight on site: Recent discoveries in the “New Middle Kingdom” 

27.04.2018
Sycomore AM’s portfolio management team has expanded in 2017 with the appointment of two global analysts-fund managers. One of them, Jessica Poon, recently went to China for an extended three-week fieldtrip to meet with 20 companies and exchange ideas with various government organizations. She...Read

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SycoMinute(s): February market update

05.03.2018
While inflationary risk in the land of Uncle Sam has been investors’ main focus in February, US interest rates have followed their upward path. On the Old Continent, the trend has been less visible (10-year French and German rates first rose and then declined). Over the month, European equity...Read

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Insight on site : UP FOR THE SWEDISH BEAUTIES

09.02.2018
Groundwork is crucial to our job as investors. We recently travelled to Sweden to pay a visit to Smurfit Kappa’s cardboard production facility in Piteå as well as Europe’s largest open pit copper mine operated by Boliden in Aitik and SSAB’s steel mill in Luleå. An opportunity for our...Read

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Loyalty, key to profitability 

03.02.2018
Resulting from customer satisfaction, loyalty turns out to be crucial to corporations, and even more so in the digital era. As our ESG Analyst Alban Préaubert indicates, it involves and impacts various stakeholders within a single company, especially its employees – highlighted by the symmetry...Read

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Is the Abolition of Slavery truly behind us ?

03.02.2018
Alas, modern slavery is still a reality today. How can we define and quantify it? What issues are at stake business-wise? What is the point of inverting such a vicious circle? Insights from Sycomore AM’s Fund Manager and Head of ESG Research Bertille Knuckey.Read

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The environmental transition is underway!

03.02.2018
In front of the ineluctable energy and environmental transition, some firms have committed to action: their business models are clear responses to this major concern of the 21st century. Sycomore AM qualifies them of “eco-solutions”. In this video, Sycomore AM’s Head of Environmental...Read

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The lady boom is yet to come

03.02.2018
The presence of women in senior executive positions proves to be a performance driver for companies, as shown by several studies on the topic. If this element mushrooms within Board of Directors, under the strain of regulatory requirements, it remains limited in executive bodies (executive...Read

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NEC, the ultimate metric for our planet

24.01.2018
Having to adapt to climate change is already a reality for entire population and for corporations. To take action, Sycomore AM has implemented the “Net Environmental Contribution” (NEC), a new advanced metric to measure the strategic alignment of a given business with the energy and...Read

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The Sycomore Eco Solutions Fund at the genesis of NEC

22.01.2018
Considering the major challenge it tackles, it is no wonder that the field of the energy and environmental transition is booming – as proven by the number of strategic deals carried out by the companies held in the Sycomore Eco Solutions fund. Also, the investment approach of the fund has turned...Read

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Spotlight on... Ontex

09.08.2017
As a leading international producer of personal hygiene solutions, Ontex stands out for its best procurement practices and the emphasis placed by the company’s R&D on reducing its environmental impact. The company has also focused on structuring its human resources policy. Below are some of...Read

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Insight On site - Maisons du Monde

05.07.2017
With Insight On Site, walk in the footsteps of our fund managers and their on-site visits. This first edition sheds light on Maisons Du Monde and its new warehouse near Marseille. Sycomore AM has invested in Maisons Du Monde since its IPO in May 2016.Read

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Innovation. But what for?

04.04.2017
Which purpose is carried by innovation? That’s the question explored by Jean-Guillaume Péladan, in the column he signs in the report “From Tech to Deep Tech”, co-published by the Hello Tomorrow initiative and the consulting firm The Boston Consulting Group.Read

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Spotlight on… ASML

10.02.2017
Who is behind the chips that operate our smartphones? Not only does ASML rank among the leaders in the semi-conductor market, it also stands out as a responsible company. The group enjoys a solid governance structure but it also develops many initiatives for the well-being of its staff, while...Read

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Tax shift, reaching a circular economy through the tax-system

07.02.2017
If we are fully aware today of negative externalities related to business activities, there is an emergency arising for public authorities to act. A hands-on solution at their disposal: leveraging taxation to redirect it towards the use of natural resources, to optimize their exploitation, rather...Read

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Responsible Way Special Edition : the purpose-driven company

03.02.2017
On the occasion of our annual conference, discover our special edition of the Responsible Way dedicated to purpose-driven companies. Through the example of tangible solutions leading towards a greater « circular economy », several interviews of committed entrepreneurs, such as Jean-Luc...Read

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Overview of the markets

07.12.2016
2016 has been quite a hectic year during which markets were driven by unexpected political events, strong sector rotation and the early stages of a rise in interest rates. What will 2017 bring for investors? And what asset classes should they be looking at today? Insights from Arnaud d’Aligny.Read

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GOVERNANCE IS KEY TO CREDIT ANALYSIS

25.11.2016
Unlike a shareholder, a bond holder doesn’t have a direct lever on a company’s management team (through voting rights). Nevertheless, questions on governance are not entirely devoid of interest to him, particularly if they tend to benefit the shareholder. On such grounds, the credit analysis...Read

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Towards a virtuous ESG investment strategy…

13.11.2016
What ESG approaches are bearing the biggest future impact for the world? What should investors check before getting involved in ESG initiatives? Reflection from our expert Bertille Knuckey together with Dominique Blanc, Head of Research at Novethic on the occasion of Société Générale’s...Read

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Perspectives from Laurent Deltour on Bloomberg TV

14.10.2016
Sharing his views on technology, his outlook over a post-Brexit Europe, watch the interview of Laurent Deltour, Sycomore AM's founding partner and president, on Bloomberg at the Hello Tomorrow Global Summit.Read

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The certainty of uncertainty

25.07.2016
The current political environment is keeping markets on their toes (Brexit, upcoming US presidential and European elections). While interest rates pull down further into negative territory, the scope of central banks' actions is narrowing down. What does this entail for various asset classes? In...Read

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Observations on Brexit

06.07.2016
British voters unleashed a period of uncertainty on June 23rd, opting to leave the European Union. How to play the market in such choppy waters? Which political and economic signals are to be read in the referendum result? What is the real impact on our investment management strategy? Explanations.Read