Rouvier Associés: managing mutual funds

Rouvier Associés has been managing capital for more than twenty years, on behalf of both private and professional clients looking for a better than average long-term return with a lower than average risk.

Founded in 1986 the company is organized on a collegial basis and is fully independent. With an official fund management company status, Rouvier Associés has been regulated by the AMF (Autorité des Marchés Financiers) since 1990.

Foreword

Equity markets rallied in the first quarter of the year - +8.8% growth for the MSCI World index, +7.9% for the MSCI Europe index and +8.4% for the CAC 40 - relieved by the orderly restructuring of Greek debt and the European Central Bank's accommodating monetary policy with the introduction of LTROs. Stocks which had been trading at the most abnormal discounts benefited most, including the stocks we invested in during the second half of 2011. However, this growth does not mark the end of the markets' upside potential, with the average risk premium in Europe at around twice its historic level.

In order to capitalise on this potential, our funds are focused on three types of companies:

• companies still trading at an extreme discount;
• companies with a low valuation due to their dual nature (strong growth in certain activities offsetting a decline in other activities);
• companies whose growth is not correlated to economic conditions.

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The three mutual funds of Rouvier Associés

Rouvier Associés manages three mutual funds that may be subscribed by both private and institutional investors: