Shaped by a common set of Core Investment beliefs

Long-term & sustainable success lies in collective effort & solid processes

Team work and idea cross-fertilization are sources of added-value


“In a non-stationary world, Investment theory is a support not a dogma”

Economic and financial models should be used with a clear awareness of their limits

“Only a prepared mind can react”

Investment requires the adaptation of widely-accepted assumptions  to navigate increasingly frequent markets disruptions

“Investing for the long term is an advantage”

Risk premia are an important source of growth to be captured over the long term


“Value creation goes beyond performance”

Being assets owners and managers brings responsibilitie

“Risk is multi-faceted”

Risk goes beyond market risk to encompass liquidity, credit, reputation

“Optimality is not universal”

Opportunities should be assessed within the investor’s context