Our investment approach is driven by fundamental analysis and the principles of value investing.
Regardless the investment strategy, we remain committed to buying “at the right price”, based on intrinsic value and prevailing market conditions.
We are highly focused on investment cycles and are not afraid to take a contrarian approach.
Understanding investment cycles guides our fundamental approach, and plays a fundamental role in our decisions regarding asset allocation, sector allocation, and the choice of individual securities.
We are highly reactive to our own investment views and do not hesitate to seize market opportunities.
Our priority is to find the best risk/reward opportunities for a given investment objective.
Clear Priorities
We have two fundamental priorities: capital preservation and optimizing risk/reward.
For a complete alignment of interests, we invest our own capital alongside that of our clients. Lutetia Capital’s family office culture is part of our DNA.
Strong Expertise
We capitalize on our expertise and know-how, investing only where we believe we have a competitive advantage.
In an increasingly complex environment, we believe in specialization. We select our investment strategies and investment universe based on our financial, industrial, and geographical expertise. With our open-ended platform, we are able to offer clients the best available investment vehicles in situations in which we do not have in-house expertise.
A management based on independant thinking
We form and take responsibility for our views in total independance.
Investing necessarily involves risks. Our first priority is to identify and evaluate these risks, protect our investments against "un-rewarded" risks, and accept those that offer an attractive risk/return ratio, in line with particular investment objectives. There is no good management without convictions.
Trust and Long-term Commitment
We value our relationships with our clients above all.
Transparent and accurate reporting and communication are paramount and a necessary complement to performance. In our private asset management practice, this means understanding each investor’s needs, expectations, and priorities in order to deliver customized solutions.
