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BDL Convictions

BDL Convictions ranks in the top quintile of the best European funds in its category over 10 years*. The management team does not follow the trends, does not buy stock exchange prices, does not invest in indices but in companies selected one by one. Investment decisions are the result of disciplined analysis by a team of experts.

*data as of 09/30/2019 Morningstar, European Equity Large Cap Mix category

%

For 10 years

Characteristics
  • European Equity Fund
  • UCITS V status
  • Fundamental approach
  • Eligible for French equity savings plan (PEA) and life insurance
Subscriptions/Redemptions
  • Custodian: CACEIS Bank
  • Net Asset Value: daily
  • Order placement: with CACEIS Bank before 2 pm

Why Convictions?

In 2008, we created the BDL Convictions fund to manage our savings in accordance with PEA tax regulations. The BDL Capital Management management team has been following the same investment philosophy for more than 14 years: make money carefully. BDL Convictions replicates the long ideas of the long/short fund, BDL Rempart Europe, which we launched in 2005.

Our investment strategy

Our 11 analysts scrutinise company accounts without any bias in terms of style, method or benchmark. They meet over 1,500 companies each year. They get out and about to expand their view of each industry, and identify the best managers.

 Why has performance been so good in the past? 

The BDL Convictions fund greatly benefits from our Long/Short expertise. We pay the utmost care and attention to business models, and invest in the best companies when they are at the right price. The portfolio is concentrated on our strongest long convictions: between 30 and 50 investments on average.

European equities account for at least 75% of the fund's net assets. The fund may hold cash when market conditions are deemed unfavourable.

This fund can be used in association with a PEA or life insurance policy.

Investors’ attention is drawn to the funds’ risk factors, in particular equity risk and the risk of capital loss.

Performance

Past performance is not a reliable indicator of future results.

Source: BDL Capital Management and Bloomberg.

Past performance is no indication of future performance and will vary over time.
Investors’ attention is drawn to the funds’ risk factors, in particular equity risk and the risk of capital loss. For more information on risks to which the funds are exposed, please refer to the funds’ KIIDs, available on request or on the BDL Capital Management website.

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