Rouvier Valeurs

Holding world excellence

The fund has been conceived for investors looking for, over the long run, both security for their capital and a strong absolute performance. It is first and foremost invested in outstanding companies within the OECD zone but its degree of equity exposure may vary according to the available investment opportunities.

Its strategy consists in:

• Investing long term in outstanding companies
• Over the long run, the performance of an equity investment is correlated with the returns of the underlying assets

The fund selects outstanding companies that are characterized by:

• A high return on equity
• A competitive advantage sustaining this high return
• A shareholder-friendly management

Buying at a discount

Investing when the share price is trading at a sharp discount to the company's intrinsic value provides both security for the invested capital and financial leverage.

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