Long Only Fund • ISIN: FR0010651224

In 2008, we created the BDL Convictions fund to manage our own savings within the PEA tax framework. The BDL Capital Management team has been investing since 2005 with the same management philosophy: our strongest convictions at the service of your performance, while remaining vigilant with your and our assets. BDL Convictions draws on the long ideas from the long/short fund BDL Rempart.

BDL Convictions is a Long Only actively managed European equities fund (EU + UK + Switzerland + Norway), invested in companies with a market capitalisation or turnover exceeding 1 billion euros.
BDL Convictions, a PEA fund, seeks to deliver performance above the Stoxx 600 dividends reinvested index over the recommended investment horizon, while seeking to limit risks.
The fund's performance relies on a company selection process based on a fundamental approach and proprietary research. Our team of 17 analysts scrutinises company accounts without style, trend or benchmark bias. They conduct over 1,000 company meetings per year. They systematically visit companies on the ground to deepen their industrial insight and identify strong managers.
The BDL Convictions fund draws significant benefit from our Long/Short expertise. We analyse companies' business models with the greatest possible rigour and precision, and invest in the best ones when they are at the right price.

BDL Convictions invests a minimum of 75% of its assets in equities/instruments eligible for the PEA.
BDL Convictions may invest in the following assets (up to 100% of assets):
- Companies listed on the regulated markets/indices of European Union countries, Switzerland, Norway and the United Kingdom, with turnover or market capitalisation exceeding 1 billion euros (direct holdings or derivatives)