About 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.

Founded in 2003 and managed by Romain Burnand and Patrice Courty, Moneta Asset Management managed more than €4 billion in three equity funds with a long track record at 31 December 2017: Moneta Micro Entreprises, Moneta Multi Caps and Moneta Long Short.

Equity Investors

A focus on equity investment

Our range is deliberately tightened around 3 equity funds, our historical expertise and core competence.

We have always favoured fund performance over the growth of our assets at any price, 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!

Above all, we are active, reactive and pragmatic investors: dynamically managing the weight of lines within portfolios according to market opportunities and without being constrained by a benchmark index, reacting to a publication, adapting a valuation model, changing our opinion on a stock following news... We strive to translate our analyses into management decisions as quickly as possible, thanks to the efficient organisation of management and trading teams.
Our vigilance on governance issues sometimes leads us to act.

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.

In figures

4 Bln€ Asset under management

25 Staff members in the team

100 % Independant ownership

3 Number of Moneta funds