Clartan Associés: 30 years of investment in the service of its clients

What makes clartan DNA?

Guillaume Brisset:

“For more than thirty years, we have worked independently with private clients, wealth management advisers and institutional investors, whom we support in order to build with them thoughtful, controlled and effective investment strategies. The strong DNA of our house is built primarily on collegiality. Investment decisions are made by a minimum of four managers of different generations, which allows us to avoid any seductive effect or to let ourselves go in fashion. The diversity of our team - 32 men and women distributed geographically between France, Germany and Switzerland - helps us to have different perspectives and to create contradictory debates. "

Marc de Roüalle:

“Another particularity of Clartan: the capital is held for the most part by the salaried partners who work there.

This allows us to have a strong alignment of interests between the team and the investors, where their satisfaction and therefore the increase in assets under management is the group's growth engine.

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What is your strategy towards your customers?

Marc de Roüalle:

“We take the time to fully understand our clients' needs and their risk aversion.

We have solutions adapted to the profile of each investor, more or less volatile short-term strategies.

Thus Clartan Patrimoine - launched thirty years ago with a significant bond component - has experienced annual volatility of 3.2% since its inception and has multiplied by 2.5 times the initial investment.

Clartan Valeurs, an equity fund which is also celebrating its 30th anniversary this year, experienced annual volatility of 13% but enabled a performance of nearly 800% over the same period for investors who could give themselves time.

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What is your particularity in terms of investment?

Guillaume Brisset:

“Our leitmotif is the long term. You have to be able to know how to stay invested in a stock when its long-term fundamentals are good and not be destabilized at the slightest bad news. There is therefore not a lot of rotation within our portfolios, although of course their weighting may change. But beware, if the permanence of Clartan Associé s management is its strength, the relentless search for sustainable investments means that our teams are on the lookout for market developments, like what we are doing today. with our latest addition, Clartan Ethos ESG Europe Small & Mid Cap, invested in smaller caps and in companies that are often very innovative and still young becausefor example, they are looking for solutions to the environmental problems of our time. "

How do you choose the companies?

Marc de Roüalle:

“At Clartan we consider that investing is first of all to analyze and not to speculate, we favor the study of value, the quality of its business model and of its management team before that of valuation.

We thus closely follow between 250 and 300 companies.

We buy securities of these carefully selected companies when the market offers a discount to their fair value.

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Guillaume Brisset:

“In addition, for thirty-five years, Clartan Associé management has integrated qualitative and ethical criteria and has done ESG without claiming it.

In 2020, several management commitments were incorporated to formalize the inclusion of extra-financial criteria in the investments of all our funds.

We believe that the transition to less polluting industries will lead to the emergence of companies that will be the Gafa of tomorrow.

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Clartan Values ​​Fund Clartan Partner