Rothschild & Co Asset Management

Institutional Investor Île-De-France, France ·Founded 1811

Overview

Rothschild & Co Asset Management is a global, independent multi-specialist asset manager delivering bespoke investment solutions and advisory services to institutional clients, financial intermediaries, and third-party distributors. With a team of 4,800 professionals across 50 countries, Rothschild & Co Asset Management offers a comprehensive range of products, including open-ended funds, dedicated mandates, fund of funds, and multi-management. Their investment strategies encompass various asset classes, such as equities, fixed income, convertible bonds, and flexible diversified funds, catering to diverse client needs. The firm's investment philosophy is grounded in three core principles: Conviction, Fundamentals, and Convexity. They actively manage portfolios with a goal to outperform indices, regardless of market conditions, while maintaining a controlled level of risk. Their approach is based on comprehensive quantitative and qualitative analysis, seeking asymmetrical investments with high upside potential and limited downside risk. This philosophy drives their investment decisions regarding allocation, sector, and stock selection, aiming to deliver superior returns for clients.

Investment Focus

  • Accredited investor status
  • Compliance with local regulatory requirements

Portfolio Companies

AirbusTotalEnergiesDanoneOrangeSodexoAXABNP ParibasKeringCapgeminiL'OréalSanofiLVMHVivendiVeoliaSaint-GobainSchneider ElectricMichelinDassault SystèmesHermèsPernod Ricard

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Frequently asked questions about Rothschild & Co Asset Management

What sectors does Rothschild & Co Asset Management invest in?

Rothschild & Co Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Île-De-France, France. Rothschild & Co Asset Management is listed as a institutional investor in the ConnectSafely investor database.

What stage does Rothschild & Co Asset Management invest at?

Rothschild & Co Asset Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 1B.

Which regions does Rothschild & Co Asset Management invest in?

Rothschild & Co Asset Management invests across United States, United Kingdom, Canada, Germany, Japan and Australia.

What companies has Rothschild & Co Asset Management invested in?

Rothschild & Co Asset Management's portfolio includes Airbus, TotalEnergies, Danone, Orange, Sodexo, AXA, BNP Paribas and Kering.

Last updated · Source: ConnectSafely investor database