Equity Investors
Discover our investment philosophy
Learn moreAbout us
Moneta Asset Management is an independent management company that is 100% owned by its managers and employees.
Our only business is equity fund management, with a resolutely fundamental approach.
Our team is essentially composed of managers and financial analysts who all share a passion for investment and company analysis. We like to think outside the box, to study companies that are neglected or misunderstood by other investors. Valuation and governance are key criteria in our assessment of societies; that is why we spend most of our time studying them.
Moneta Asset Management was founded in 2003 and is led by Romain Burnand and Andrzej Kawalec.
Equity Investors
A focus on equity investing
Our range is deliberately focused around 5 equity funds, our expertise has always been equity stock picking without distractions.
We have always prioritised fund performance over the growth of our assets under management, as highlighted by the lack of diversification into other asset classes. This concentration on a single business allows us to devote all our time to perfecting our knowledge of companies, which are ultimately the driving force behind fund performance.
We are active and reactive managers
Work, experience, passion are all characteristics in which we find ourselves. But that's not all!
We are active, pragmatic investors. This means that we actively manage the weighting of investments in our portfolios according to opportunity, without being constrained by any index benchmarks. We can incorporate additional information from company results or news to match our position sizes with the size of our conviction. We strive to translate our analysis into action as quickly as possible. Operating as a tight-nit team, with an in-house trading desk, means we can move fast. If there is a scandal or governance problem this agility can be invaluable.
Corporate governance is an essential criteria in assessing the companies in which we invest
When the situation so requires, we consider that it is our responsibility as a minority shareholder to work to improve the governance of the companies in which we are invested; it is a question of respecting our rights as shareholders but also of defending the interests of our unitholders. We believe that our actions have all contributed, sometimes significantly, to the performance of the funds we manage.