Focus on quality
- In all sectors, we can find quality companies
- Société management track record and reliability
- Low leverage
- High Free Cash Flow generation
- Healthy balance sheets
Détails du fonds
DGC – Stock Selection
DGC Stock Selection has a proven successful track-record across different market cycles. With its seasoned investment team and top rankings, it aims at being a core equity allocation in any portfolio.
Cette page web constitue une communication commerciale. Veuillez consulter le prospectus et le document d’informations clés PRIIPs (KID) avant de prendre toute décision d’investissement définitive.
L’accès aux informations et à la documentation des fonds est soumis à des restrictions liées à la juridiction et au type d’investisseur.
Modifier le profil d’investisseurEncours de la stratégieEUR 902 000 000
Aperçu de l’investissement
NS Partners’ flagship global equity UCITS fund.
DGC Stock Selection benefits from the experience of a seasoned investment team across different market cycles. Recognised by external rating agencies, the strategy aims to serve as a long-term core global equity allocation within a diversified portfolio.
- Long only, pure global equity fund
- Approche active et fondamentale bottom-up
- Large Caps, developed countries
- No style bias, unconstrained in terms of geography and sector (benchmark agnostic)
- Concentrated and diversified portfolio in terms of sectors, sub-sectors and countries
- Article SFDR 8
- Low to moderate turnover
- High Actif Partager
- Fully invested at all times, no market timing, no futures, no options
- Liquidité quotidienne
Pourquoi envisager ce fonds
30+ years’ experience in managing global equity portfolios
Vision à long terme investment experience across different market cycles
Approche active et fondamentale bottom-up with proprietary in-house research and database
Focus on high quality companies, with sound balance sheets, high FCF generation and strong competitive advantages
Diversified blended approach (no style bias)
Well suited for investors looking for a core equity allocation
Strong and independent risk management process
Processus d’investissement et caractéristiques
Valuations are key
- Strong emphasis on Price Earning Ratio (PER)
- 2-years Normalized PEG (Price Earnings Growth)
- 3-years Free Cash-Flow as a percentage of market cap.
- Discounted Cash Flow for all stocks (ex-Financials) helps in detecting abnormal valuations (both ways)
Portfolio construction & Gestion des risques
- Continuous risk management with strict risk control rules
- Be agnostic (don’t fall in love with a stock, don’t hate a stock either)
- No average down
- Position sizing matters (Max/Min weightings: 4% and 1%)
- Beta monitoring
Investment Risks
- The value of investments may fluctuate and investors may not recover the full amount invested.
- Actions markets can be volatile and may be affected by economic, political and market developments.
- Investments in international equities may be exposed to currency fluctuations.
- ESG criteria are integrated into the investment process but may not necessarily result in improved investment performance.
- Please refer to the Prospectus and PRIIPs KID for a full description of risks associated with the Fund.
S’engagerment to ESG
- Fully integrated ESG process
- We do not exclude any industry (“best in class” approach)
- We do not consider companies with a bad ESG rating
- We favour companies that make efforts to improve their ratings
- SFDR classification: Article 8
Équipe d’investissement
Pierre MoutonResponsable des investissements Long Only, Member of the Comité exécutif
Maximilien MestelanActions Analyst
Marie-Caroline BenoistonSenior Gérant de portefeuille, Head of ESG
Maria Hernandez SanchezActions and ESG Analyst
Angel Sanz, CFAChief Investment Officer, Responsable de la gestion d’actifs
Julien Baltzinger, CFAGérant de portefeuille