A collegial company
Rouvier Associés is an independent portfolio management company approved by the Autorité des Marchés Financiers (AMF – French financial markets regulator).
It belongs to the partners, who jointly manage the company and its funds.
Their commitment means that the company can take a long-term view in its relations with clients and its investment choices.
A collegial approach encourages responsiveness to clients, while complementary experience and talents make fund management more reliable.
A management style
Since 1986, Rouvier Associés has managed the funds entrusted to the company through Rouvier Valeurs, an international equity fund (FCP) designed for private and institutional investors looking for long-term better-than-average performance at lower-than-average risk.
The company's strategy is based on investment in high quality assets, reflected in a highly disciplined investment policy:
- selecting companies with a historically high return on equity and a competitive advantage likely to ensure their long-term prosperity;
- buying at a deep discount in order to both secure and leverage capital;
- investing for the long term, with the aim of keeping investments for as long as they are not over-valued in order to benefit from the acquired firms' economic success.
Acknowledged performance
Rouvier Valeurs achieved a performance of 457% from the start of 1993 to the end of 2006, giving a net annual average return of 13%.
The performances of Rouvier Valeurs are certified to Global Investment Performance Standards (GIPS) by PriceWaterhouseCoopers.
Rouvier Associés:
- has won many awards, including Lipper Prizes in 2004, 2005 and 2006;
- has been awarded five stars by Morningstar and Standard & Poor's (at 04.30.2007);
- has an AA rating from Standard & Poor's.
The team has thus proved its ability to generate outstanding real returns in the long term.
