In 2006, after three years at KPMG entrusted with auditing missions and transactions for major international banks (the General Electric capital group, HSBC, Credit Suisse in particular), it was high time for me to play an active part. My project was to find a position where I could give a priority to my three sources of motivation and enrichment: finance, the analysis necessary for decision-making and thirdly, direct contact with clients. Capital management at Clartan Associés fully meets these three criteria. But it was in fact a fourth consideration that led to my decision to join this unique enterprise: the certainty that I would be participating in a human endeavour as part of a high quality team sharing the most important values. At each step of my career, both academic and professional, I have seen how working as a team enriches and has a “levelling-up” effect. It is precisely this spirit that is cultivated in our company. Every member of Clartan Associés contributes to the building of a company with strong, deep roots and which has great potential for growth.
Training: HEC – IEP Paris
Languages: French, English, German
I worked for the BNP Paribas group for fifteen years before joining Clartan Associés in 2011. At each step of my career I have looked, as far as possible, for a supportive human environment, membership of a team that I respect and activities that combine analysis and contacts. My arrival at Clartan Associés has an extra dimension in that I am asked to fit in with a rather special form of organisation, with a degree of rigour and professionalism corresponding to the responsibilities of capital management for third parties, and a philosophy of sustained service that entails a long-term view. My training as an engineer and my professional experience in management control and looking after the clients of large multinational companies means that I am able to contribute to financial analysis and relations with our professional and institutional clients. Finally, I like to think that my British nationality adds a certain exotic island touch.
Training: Ecole Centrale Paris / MSc Econometrics Cambridge University / Collège des Ingénieurs
Languages: French, English, Spanish
A six month work placement at the end of my ESTP engineer training was an early opportunity to get to know this “shop”, as the Anglo-Saxons say. The company had only five members of staff at the time, was managing 20 million Euros and they used the Minitel to consult the prices! The human scale of the company, its reactivity, team spirit, a long-term view of client service and the entrepreneurial project really did win me over.
So I went back to Clartan Associés, after two years auditing at KPMG, in 1999; from certification to analysis of accounts, with in-depth studies of companies and an understanding of their DNA. A vast and lively universe of investment has been opened up to me. My taste for investigative work is today still as strong as ever.
I have not looked back since that time, still with the same values and the same prioritisation on the interests of the client; the shares being managed exceed the billion Euros, and Clartan Associés is more than 30 persons.
Training: ESTP (Special School for Public Works)
Languages: French, English, Spanish
The sub-fund is not SRI-labelled.
Sectoral
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling, thermal coal.
Behavioural
Major controversies relating to the environment, society, governance, business ethics or products.
ESG requirement
>50% of net assets in equities and bond with the best ratings (A+, A-, B+).
82% at 29th May 2026
Voting at AGMs
Voting at least 50% of shares held.
Dialogue
Engagement in dialogue with management bodies on ESG issues.
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Number of units
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198,423 |
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Sub-fund net assets
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€81,299,814 |
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ISIN Code
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LU1100076808 |
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Dividend policy
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Capitalisation |
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Custodian
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Banque de Luxembourg |
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Valuation
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Daily |
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Administrator
|
EFA |
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Advisable holding period
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Over 5 years |
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UCITS creation date
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21/05/2003 |
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Management fees and other administrative or operating costs
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2,12 %, of which 1,80 % management fee |
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Entry fee
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3 % (maximum - Not earned by Clartan Associés) |
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Exit fee
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Nil |
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Performance fee
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Nil |