Nicolas Descoqs

Clartan is an offer-focused manager with a mission to support clients over the long-term. Their model is based on a collegiate approach that constructs global portfolios with the bulk of their investments in European securities or securities from OECD countries. They primarily invest in equity, bonds, and money-market instruments. Clartan does not use macroeconomic research and bases investment decisions on bottom-up, fundamental research. They seek to identify companies that are undervalued by the market, that have a strong market position, healthy financials, a good management team, and that protect shareholders' interests. Clartan utilizes derivatives for hedging purposes and to increase performance by taking advantage of market volatility.

Functions as a College/University

Functions as a College/University

Alken is a European equity specialist boutique whose investment philosophy is to consistently maximize long-term shareholders’ returns. The objective of the firm is to build a diversified product portfolio that aims to address different investors' risk profiles. The firm manages European equity portfolios and focuses on companies with a combination of high or growing ROCE and sales growth potential. They believe long-term outperformance is best achieved through stock-picking and portfolio construction skills. Alken monitors equity market valuations as a comparison to their stock-picking analysis.