Sycomore Sélection Responsable (Luxembourg)

Sycomore Sélection Responsable aims to deliver long-term returns in excess of those of the Euro Stoxx TR index by selecting quality companies that create sustainable value for all their stakeholders and present a discount to their intrinsic valuation. This conviction-based portfolio, unconstrained with respect to style, sector, country or market capitalization, is built on an in-depth fundamental analysis of companies, in particular on extra-financial issues (ESG), allowing a better assessment of risks and the identification of the most attractive long-term opportunities.

European markets continued to rally in November as inflation began to decelerate in the United States, raising hopes in terms of monetary policy. Furthermore, companies reported rather strong earnings for the third quarter. In this bullish environment, the fund’s exposure to healthcare and staple consumer goods - sectors that benefited less than others from the rebound - weighed on the fund’s relative performance. Leading detractors included high-growth stocks such as Danish company Abello – after reporting weaker than expected sales for its anti-allergy tablets in Q3, or Dutch company Alfen - likely to experience a slowdown in the growth for EV charging stations in coming months. While both were heavily penalized by the market, we remain confident in these groups’ future growth capacities.

We would like to draw investors’ attention to the fact that the information available on this website is of a general nature and should not be construed as either adapted to the specific needs or circumstances of a given investor, nor as providing personal investment recommendations or financial advice.

The information available on this website is provided for information purposes only. SYCOMORE ASSET MANAGEMENT cannot be held liable for an investment or divestment decision made solely on the basis of the information provided herein. Although we believe the information made available on this website to be reliable, it should not be assumed to be exhaustive. SYCOMORE AM reserves the right to amend the contents on a discretionary basis and with no prior notice. If, despite the attention paid by SYCOMORE AM to the quality and timeliness of the information published on this website, some of the information is proved to be wrong or incomplete, SYCOMORE AM shall correct the situation as soon as possible but cannot be held liable for any errors, omissions or flaws that may be noted. Where necessary, you may report any flaws you have noted at the following address: info@sycomore-am.com.

We would like to remind investors that past performance is no guide to future returns and is not consistent over time. Our funds offer no yield or performance guarantees and carry a risk of capital loss. Before investing, please read the fund’s KIID available on our website www.sycomore-am.com or upon simple request from SYCOMORE ASSET MANAGEMENT. Our funds are offered to all investors and may be used in unit-based life-assurance contracts. The minimum investment horizon of each fund is indicated in its prospectus. The amount that is reasonable to invest in our funds will depend upon your personal situation. This can be determined by considering your personal wealth, current and future needs, and whether you are prepared to take on risks or prefer a cautious investment. We also highly recommend that you diversify your investments sufficiently to avoid exposing your capital exclusively to the risks associated with our funds.

The funds presented below are domiciled in France or in Luxembourg and may not be authorized for sale in your country. Each fund factsheet provides information on the countries in which the fund is registered. Units of our FCPs – which are Foreign Public Funds as per section 13 of the US Bank Holding Company Act – have not been registered or declared to the US authorities as per the US Securities Act of 1933. As a result, they may not be offered or sold, either directly or indirectly, in the United States or on behalf of a “US Person” as defined by the US regulation (Regulation S). In all circumstances, the user of the present site is responsible for ensuring beforehand that his or her connection to this website and access to the information contained herein is neither a failure to meet regulatory obligations, nor a regulatory violation on account of his or her own legal situation, particularly with respect to the national law applicable to the individual.

Track record

Cyril Charlot

Olivier Cassé

Giulia Culot

Performance as of 12.19.2024

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