OurMAGAZINE

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

Our Publications

Responsible Way #9 : Finance with a Purpose

17.10.2018
What does “utility” mean? What role the financial industry carries out? What are the principles underlying the concept of “Finance with a Purpose”? Such are the questions this edition of the Responsible Way attempts to answer, giving voice to the French population, through the conclusions...Read

Our Publications

Decoding the Sycomore Eco Solutions fund

04.10.2018
What is the story behind the Sycomore Eco Solutions fund? How to identify companies offering solutions to the energy and ecological transition? Thomas Dhainaut, Senior Portfolio Manager, and Anne-Claire Abadie, Portfolio Manager & Environment Specialist, describes the fund and its investment...Read

Our Publications

Life is on: energy for everyone everywhere and at every moment

17.07.2018
Demographic growth, industrial development and the digital revolution are all challenges that Schneider Eletric is trying to convert into opportunities. Emilienne Lepoutre, Coordinator of Sustainable Development, answers our questions about the company's mission, "Enriching life".Read

Our Publications

SycoMinute(s) - May 2018 : Strong rebound

18.05.2018
Following two months of contraction, stock markets rallied in April. Concerns over trade tensions between the US and China faded away, so did worries on declining leading indicators in the Eurozone, with the composite PMI stabilizing at a high level this month. The period also saw the euro...Read

Our Publications

Improve people’s lives by improving their sight

27.04.2018
In the light of Essilor’s mission “improve people’s lives by improving their sight”, Jayanth Bhuvaraghan, Chief Mission Officer of Essilor International and Chairman of the Essilor Social Impact Fund, lays out how the eyewear manufacturer steers each of its actions in order to achieve it....Read

Our Publications

From corporate missions to mission-led companies

26.03.2018
How to define a mission-led company? In our opinion column from our Responsible Way #8, Frédéric Ponchon, Portfolio Manager of the Sycomore Shared Growth fund, explains Sycomore AM's standpoint in regards with the topic and outlines the benefits that companies can reap by including a mission at...Read

Our Publications

Mission-led company

07.03.2018
In a quest for sustainable performance, it is now paramount for companies to give meaning to their activities and bring answers to societal challenges. To that extent, corporations endowing a mission with a positive societal reach are on the leading edge. Thus, we have decided to look into the...Read

Our Publications

The deep transformation in the auto-industry

24.01.2018
While rising concerns towards the energy and environmental transition jostle the auto-industry, Jean-Philippe Hermine, Director, Environmental Planning and Strategy, Renault and CEO of Renault Environnement, underlines the edge of the Renault-Nissan-Misubishi alliance on the electric market and...Read

Our Publications

On the (rail)road to sustainable mobility

24.01.2018
CEO of Alstom, Henri Poupart-Lafarge shares his vision on the cities of the future and the upcoming solutions that will shape them – on the (rail)road to sustainable mobility. He also sheds light on the strategy carried out by Alstom to grasp the full potential of these (urban) transformations.Read

Our Publications

Finance on the front line of transition

24.01.2018
What role finance has to play in the light of the energy and environmental transition? Which schemes would further direct financial flows towards eco-solutions? Why measures of environmental impact are of paramount importance today? MD of WWF France Pascal Canfin reacts to these questions in his...Read

Our Publications

Spotlight on … SAP

22.01.2018
SAP, the world leader in management systems software has become a textbook case thanks to its successful - though admittedly rather late – transition to the Cloud. The attention the company pays to its employees is clearly related. Though still in the very early stages, the Group has also...Read

Our Publications

Our compass for navigating the energy and environmental transition

28.12.2017
To navigate through the energy and environmental transition and enjoy its tailwinds, Sycomore AM has implemented its own compass - the Net Environmental Contribution (NEC). It enables us to measure the risk of transition. In order to fully grasp the implications of the NEC, our Responsible Way #7...Read

Our Publications

Environmental impact: a new indicator for investors

31.10.2017
Designed by Sycomore AM, the NEC (Net Environmental Contribution) indicator assesses the contribution alignment of a company's overall activities towards energy and ecological transition, and measures the degree to which a business model is aligned with climate change goals. Thanks to a...Read

Our Publications

Sycomore Happy@Work from A to Z...

19.09.2017
A happy employee is more efficient, more engaged and more creative. Sycomore Happy@Work invests in companies that value human capital. Discover the fund’s philosophy through some of our stock convictions!Read

Our Publications

ISR WAY #6 : The Supply Chain

29.08.2017
In a globalized and digitized economy, supply chain management represents a major challenge for companies. First, performance is at stake, as the supply chain tends to become more complex, and involves additional new players that rely on one another. Not to mention questions arising from social...Read

Our Publications

Synergy Smaller Cies: on the lookout for European nuggets

19.07.2017
Welcome to our eurozone experts club ! The Synergy Smaller Cies fund offers the expertise of six local specialists on European small and mid caps. A co-managing philosophy that allows us to remain as close as possible to the field and therefore, unearth nuggets. Overview.Read

Our Publications

Details on Sycomore AM’s ESG integration policy

19.12.2016
Sycomore AM’s ESG integration policy sheds light on its management philosophy, which relies on a thorough investment process as well as a constructive approach to engagement. Principles for this integration of ESG criteria are reflected in its entire range of funds, with a greater attention...Read

Our Publications

Improving governance practices through an active approach

09.12.2016
Additional equity in terms of compensation or gender parity, even to a broader extent, diversity : these are as many challenges in corporations’ governance that they must tackle today. Also since regulations in France and beyond step into the game. How can this trend have a significant positive...Read

Our Publications

Delivering sustainable performance with partnership governance

08.12.2016
Governance covers many different aspects. Considering it paramount, Sycomore AM has devoted this edition of the Responsible Way to the topic. Find out more with the column by Stanislas de Bailliencourt and his perspective from a bond holder’s standpoint. Also, innovation mushrooms in the field....Read

Our Publications

Sector rotation: is the recent shift to last?

08.11.2016
October has seen a significant sector rotation, with an outperformance from cyclical stocks vs. underperformance from defensive holdings. In this context, several elements are to be considered: further explanations and details on our position below.Read

Our Publications

Calculating ESG impact on beta in the food industry

07.09.2016
In the light of the food industry, how does ESG criteria integration - through thorough SPICE ratings - affect companies' adjusted beta? Answer unveiled in a case study by Sycomore AM from the "2016 PRI's practical guide to ESG integration for equity investing".Read

Our Publications

What about Sycomore AM's Environmental Strategy?

29.07.2016
Sycomore AM carries on its environmental strategy, faithfully following a multi-stakes approach in its holdings’ analysis, themselves not only causing pollution but also providing solutions. Let us be your guide towards this approach…Read

Our Publications

Focus on the Tarkett group...

05.07.2016
How is the organization of Tarkett managed since the Group went public in 2013? How to foster innovation within the global leader of flooring and sports surface solutions? CEO Michel Giannuzzi and EVP Research, Innovation & Environment Anne-Christine Ayed discuss these topics in our interviews.Read

Our Publications

SPICE, or how to overcome paradoxes...

15.06.2016
Combining sustainable performance with respect for each stakeholder of companies we invest in... You are immediately thinking: what a paradoxe ? How to turn these contradictions into strengths - thus deepening our analysis further and further ?Read

Our Publications

Bringing back perspective to entrepreneurial companies

13.06.2016
To generate sustainable returns while respecting stakeholders' interests, what challenges investors must overcome? Which conditions are mandatory for responsible investment to prevail? Interview with Genevieve Férone-Creuzet, managing director and co-founder of Casabee.Read

Our Publications

SPICE: Sustainable Performance in Challenging Environments

11.05.2016
Through the illustration of Tarkett, find out each of the aspects examined by our SPICE investment methodology in the 2016 first edition of our Responsible Way. Read also the standpoint of Geneviève Férone-Creuzet, CEO and cofounder of Casabee.Read

Our Publications

Do markets still make sense?

07.04.2016
If stock markets have shown significant signs of improvement between mid-February and the end of March, some short-term risks remain hard to overcome. Hence, which geographical area will retain investors' eyes? What sectors prove to be attractive? Explanations.Read

Our Publications

Sycomore Partners: an unconstrained approach

17.03.2016
In the light of the high volatility of past months, let’s look at Sycomore AM fundamental analysis and the unconstrained approach offered by our flagship fund Sycomore Partners.Read

Our Publications

In a complex market? Be Flex!

18.01.2016
Our flexible funds Sycomore Partners and Sycomore Allocation Patrimoine delivered resilient performances despite volatile market conditions in the first months of year. Our explanations below.Read

Our Publications

Happy at Work: Human Capital at the heart of value creation

30.10.2015
Read the column by Bertille Presta, co-manager of the Happy@Work fund, and our interview with Anne-Sophie Godon, Innovation Director, Head of Strategy and Marketing at Malakoff Médéric, in this edition of our Responsible Way dedicated to well-being at work.Read

Our Publications

From Grey to Green: explore the universe of green bonds!

29.06.2015
Read our interview with Charles-Antoine Blanc, Financial Director at Paprec and find out more about green bonds with insights from our portfolio managers Bertille Knuckey, Claire Bataillie and Stanislas de Bailliencourt.Read