EQUITY INVESTORS

WE EXPLORE THE MARKET LOOKING FOR THE BEST INVESTMENT OPPORTUNITIES

Past performance is not a reliable indicator of future performance
Funds ISIN code Date NAV YTD 5 years Risk level

OUR EXPERTISE

Stock picking is our DNA

We are committed to understanding the companies we study ourselves in order to determine their fair value.

Conducting our own analysis of companies allows us to go where others do not, to free ourselves from trends and to be completely independent in our investment choices.

‘We are wary of companies that are in vogue. We prefer to think outside the box to find companies that have been overlooked by investors and are therefore undervalued, either because their situation is complicated or because their sector is not fashionable.’

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Our funds

Moneta Multi Caps

Concentration of convictions

Moneta Micro Entreprises

A historical expertise

Moneta Long Short

See equity differently

ITW by Mounir Laggoune de Finary : Outperforming the market through rigour and contrarian thinking

Analysis of this manager's strategies to generate 14.9%/year | Romain Burnand (Moneta) | Finary Talk 38

 

IN FIGURES

3Bn€Asset under management

32staff members in the team

100%Independant ownership

7Number of Moneta funds