Long Only Equities
Hedged Long Equities
BDL Capital Management is an independent investment management company founded in 2005.
For the past 14 years, we have been managing the savings of institutional clients (insurance and mutual insurance companies, pension funds, etc.), private banks and wealth management advisors.
Investment in European equities is where we excel; our in-depth company analysis is how we stand out.
With 13 analysts and industry experts,we have one of the most extensive teams in Europe.
We manage 2 billion euros on three strategies:
- Fundamental and ESG management, across BDL Rempart Europe and BDL Convictions– two funds that go back more than 10 years.
- Quantamental management through Durandal.
- SRI management with our fund BDL Transition, launched in 2019.
Investing in companies is our reason for being. We share our expertise and thoughts in investment newsletters and articles.
In this newsletter you will find an analysis of the BDL Rempart Europe and BDL Convictions funds’ performance in 2019, as well as our investment ideas for 2020.
Our investment vision
Our goal is to build a diversified portfolio of good companies at the right price. A good company is one that grows sustainably in a manner that is profitable for its shareholders. Paying the right price means generating an attractive return on our investment.
Receive our articles and newsletter
We share our expertise and thoughts on investment. Our priority is to have fellow investors with a long-term horizon, and who share our investment philosophy