Pergam Best Holdings

( previously Pergam New Horizons )

Investing in listed holding companies, managed by entrepreneurs and teams with a proven track record.

The objective of the fund is to yield a net annual performance greater than the Bloomberg World Large, Mid & Small Cap Net Return Index EUR (WLSNRE index) Index over a recommended time horizon of 5 years.

Investment Strategy

In the Best Holdings fund, our managers seek performance by investing in a portfolio of approximately 30 holding companies:

Alongside entrepreneurs who are "money makers"...

Who invest part of their assets in their own holding company

With a long-term perspective, as these are often families

While benefiting from a significant discount compared to the value of the assets

The selection of securities is based on the following elements:

Quality of the underlying assets

Careful consideration of the alignment of interests and the preservation of minority rights

In-depth analysis of the investment track record

NAV discount and identification of catalysts for share price appreciation

Interview with Benjamin Billiard, manager of Pergam Best Holdings:

Video Thumbnail
Interview de Benjamin Billiard
92.57

VL €

( part I )

111.57

VL €

( part R )

AUM : 15.37 M€
13/06/2024

Performance as of 13/06/2024 (PART I)

No Data Found


First STOCKS lines in portfolio (as of 31/03/2024 )

No Data Found


Geographical distribution cash excluded (as of 31/03/2024 )

No Data Found

Importante information : the figures quoted relate to past years and past performance is not a reliable indicator of future performance. They are not constant over time and not guaranteed. The fund may not be suitable for all investors. The risks and costs associated with investing in the fund are described in the KIID (key investor information presentation) and in the prospectus, which can be downloaded from the website www.pergam.net. Pergam invites the persons concerned to read them. The KIID must be given to the investors prior to subscription. The tax treatment depends about each client and may be modified subsequently Source: Bloomberg Index Services Limited. BLOOMBERG® and the indices referenced herein (the “Indices”, and each such index, an “Index”) are service marks of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”) and/or one or more third-party providers (each such provider, a “Third-Party Provider,”) and have been licensed for use for certain purposes to PERGAM SAS (the “Licensee”). To the extent a Third-Party Provider contributes intellectual property in connection with the Index, such third-party products, company names and logos are trademarks or service marks, and remain the property, of such Third-Party Provider. Bloomberg or Bloomberg’s licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg’s licensors, including a Third-Party Provider, approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither Bloomberg nor Bloomberg’s licensors, including a Third-Party Provider, shall have any liability or responsibility for injury or damages arising in connection therewith.

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Amel HERRERA

Reception

Amel joined PERGAM in 2021 after 8 years of experience in the field of customer care.

Amel holds a BTS in accounting.

Welcome to the Pergam website

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