European and American Small & Mid Caps
Learn more about the key benefits of investing in small and mid-cap stocks, both in Europe and in the US.
Speakers
Tom MICHELS,
Fund Manager BL European Small & Mid Caps
BLI - Banque de Luxembourg Investments
Sébastien GANDON,
Senior Client Portfolio Manager
BLI - Banque de Luxembourg Investments
Andrea BERTOCCHINI,
Head of Benelux & Nordics
La Française
Why Small & Mid Caps ?
The small and mid cap universe offers many opportunities for active managers :
- • Pick companies at the most attractive stage of their development cycle
- • An interesting risk-adjusted return profile
- • Positive long-term dynamics of the asset class both in Europe and in the US
- • Valuations are currently attractive compared to large caps
Key features
BL European Small & Mid Caps
• Business-Like Investing: active, conviction-based, bottom-up investment approach with a long-term focus
• Emphasis on quality growth and structural bias towards smaller companies
• Selected companies are characterised by solid fundamentals, favourable structural growth supported by strong innovation
capabilities, and attractive valuations
BL American Small & Mid Caps
• Business-Like Investing: active, conviction-based, bottom-up investment approach with a long-term focus
• Emphasis on quality growth and a structural bias towards mid-cap companies that are in an attractive stage of their development
• The fund has a defensive growth profile, combining high-growth companies with more mature businesses
About BLI - Banque de Luxembourg Investments
BLI - Banque de Luxembourg Investments is the asset management company of Banque de Luxembourg. Over the years, BLI has acquired a recognised experience in asset management, mainly in international asset allocation through three main classes: equities, bonds and multi-asset strategies. BLI designs investment solutions that make sense: active management, patience, quality, risk sensitivity, ESG responsibility (environmental, social and governance responsibility). BLI manages a range of more than 35 investment funds with total assets under management of EUR 12.91 billion as at 31 October 2024.
About La Française
Groupe La Française is the asset management division of Crédit Mutuel Alliance Fédérale. With €152 billion in assets under management as at 30 June 2024 (€116 billion in listed assets and €36 billion in unlisted assets) and 1,000 employees, La Française is a major player in the European asset management landscape. The various areas of expertise of BLI - Banque de Luxembourg Investments are marketed by La Française AM Finance Services.