About us

Drawing on a non-indexed active management approach, long-established expertise in stock picking, and high-conviction management that combines discipline and anticipation to better seize opportunities, Richelieu Gestion has built a range of “specialist” funds over nearly 30 years, characterised mainly by the originality of its management themes.

RICHELIEU GESTION
IN A FEW WORDS

RICHELIEU GESTION IN A FEW WORDS

Expertise

- Since 1987, unique management expertise initially dedicated to French and later European small-caps, subsequently extended to the management of European large-cap stocks.

Passion

- 30 years of high-conviction management.

- Managers available to support unit-holders at all stages of their thought process.

Agility

- The search for Alpha to create value in the medium and long term.

- A constantly evolving offer to continuously adapt to changing market conditions.

Longevity

- The high-quality and long-standing track record of our Richelieu Croissance PME fund dedicated to French small-caps.

- One of the oldest funds in the financial market.

Knowledge

- A fundamental and discretionary approach.

- A simple precept: perfectly understanding the company, its business and the men/women comprising it.

Discipline

- Structured and responsive non-indexed management.

- Strictly disciplined investment.

- A stock selection strictly controlled by risk monitoring.

Expertise

- Since 1987, unique management expertise initially dedicated to French and later European small-caps, subsequently extended to the management of European large-cap stocks.

Passion

- 30 years of high-conviction management.

- Managers available to support unit-holders at all stages of their thought process.

Entrepreneur

- The search for Alpha to create value in the medium and long term.

- A constantly evolving offer to continuously adapt to changing market conditions.

Longevity

- The high-quality and long-standing track record of our Richelieu Croissance PME fund dedicated to French small-caps.

- One of the oldest funds in the financial market.

Knowledge

- A fundamental and discretionary approach.

- A simple precept: perfectly understanding the company, its business and the men/women comprising it.

Discipline

- Structured and responsive non-indexed management.

- Strictly disciplined investment.

- A stock selection strictly controlled by risk monitoring.

OUR APPROACH

Our management approach combines macroeconomic analysis, fundamental analysis of companies and meetings with business leaders to determine a selection of stocks and target prices, while also relying on assertive and solid sector choices.

The disciplined construction of our portfolios incorporates compliance with internal rules of concentration, volatility considerations, and balanced stock distribution.

The dynamic management approach involves active stock monitoring, disciplined investment with respect to purchases/sales, and market monitoring.

Equity management, fixed-income management, diversified management and even dedicated funds: Richelieu Gestion combines the different approaches necessary for optimised and regular performance in the long term, in order to satisfy a discerning base of private customers comprising wealth management professionals and institutions.

RISK
MONITORING

The Richelieu Gestion team pays special attention to risk monitoring, performed at various levels:

MANAGERS

Managers are responsible for risk management with respect to stock selection and asset allocation.

RISK MANAGEMENT

Risk Management identifies risks (market, issuer, counterparty, liquidity, etc.) and the appropriate indicators to assess their management. It checks that transactions and resources are aligned with the targets, and provides the Management Committee with a summary monthly report on the risk monitoring results.

MIDDLE OFFICE

The Middle Office monitors the proper valuation of mutual funds, checks the integrity of management positions and is involved in the process of regularising anomalies or incidents with respect to managers and service providers.

HEAD OF COMPLIANCE AND INTERNAL CONTROL

The Head of Compliance and Internal Control (RCCI) regularly monitors and assesses the policies, procedures and measures implemented to identify any compliance risk related to the professional obligations applicable to the management company. He or she advises and assists all the relevant persons to ensure their compliance with such professional obligations.

FR EN

Please select your country to view the mutual funds registered there :

FRANCE

SWITZERLAND

LUXEMBOURG

Access to the products and services presented on the Richelieu Gestion website may be subject to restrictions or legal prohibition in certain countries. You are responsible for verifying beforehand that you are legally authorised under the laws and regulations applicable in your country to access this website and view the information published thereon.

Please note that the mutual funds have not been and will not be registered with the US Securities and Exchange Commission as provided by the US Investment Company Act of 1940 and its amendments, or any other regulation applicable to securities.

Accordingly, none of the prospectuses published on this website may be taken or transmitted to, or distributed in, the United States of America, its territories or possessions, or remitted to American institutional residents or companies, associations or other entities created or governed under US laws (all of the foregoing constitute a “US person” as defined by the US Securities Act of 1933). Moreover, the mutual funds may not be offered or sold to US investors.

Richelieu Gestion advises any interested person to verify beforehand that he or she is legally authorised to invest in the products and/or services presented on the website. None of the products or services presented here shall be supplied to a person if the law of his or her country of origin, or any other country concerning him or her, prohibits it. The reader of this message is kindly requested to ensure that he or she is legally authorised to connect to this website in the country from where the connection is established.

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