Active and tailor-made financial management

The 3 pillars of portfolio construction
The objective of portfolio management is to optimise performance in relation to a defined risk. Our management team builds customised portfolios for our clients. Our management is based on flexible asset allocation, and expertise in stock picking and fund picking.

Flexible asset allocation

Asset allocation according to the management orientation defined with the client

Tactical stock-picking

Tactical stock-picking

Pergam's managers buy or sell on conviction to build up long-term positions mainly in 6 categories of securities:

Special situations

companies whose valuation is expected to appreciate significantly following the occurrence of an event: Takeovers, mergers, restructuring, etc.

Asset recipients

investment companies selecting listed and/or unlisted assets, managed by teams with a consistent performance record over time.

Value

strong companies with strong cash flows in a low-growth environment that are undervalued.

Growth

companies with revenue growth above 10%. These companies are mainly active in the technology, health and other sectors.

Owner operator

companies headed by their principal shareholder who, together with his family, has control over their company.

Performance

companies whose activity allows for the payment of a recurring dividend representing a significant share of the profits. These companies are mainly in the real estate, telecom or infrastructure sectors.

Fund-picking in open architecture

Open architecture fund-picking for entrepreneurial companies

Pergam selects managers with proven talent. Performance during the crisis years (2008 and 2011) is an important filter for identifying "resilient" management and emerging talent.

Pergam also supports fund managers at the beginning of their history who are already becoming references in their category.

The diversification and independence of the selected funds are a priority for Pergam. Our proprietary fund monitoring and control model is based on specific and ongoing qualitative and quantitative criteria.

Transparency and ethical management are paramount in an increasingly complex and rapidly changing environment.

Pergam offers both diversified mandates and a thematic range based on its experience

In order to meet the asset management needs of each client, these mandates are implemented in securities accounts or through French and Luxembourg life insurance and/or capitalisation contracts thanks to a vast network of international depositaries and insurers.

US securities

INVESTMENT STRATEGY: Investing in US leaders to benefit from the historical dynamics of this geographical area.

MANAGEMENT OBJECTIVE: Capital appreciation with a search for long-term return through a high correlation to US equities, without guarantee of capital.

CHARACTERISTICS:

Exposure: equities 0-100%, fixed income products 0-100%

Recommended investment horizon: 7 years

Risks: Clients accept the significant fluctuations of their portfolios and the high risk of capital losses

Risk profile:

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Performance values

INVESTMENT STRATEGY:Investing in leading global companies with high dividend distributions and sustainable growth.

MANAGEMENT OBJECTIVE: Capital appreciation with a search for long-term return through a high correlation to international equities, without guarantee of capital. :

CHARACTERISTICS

Exposure: equities 0-100%, fixed income products 0-100%

Recommended investment horizon: 7 years

Risks: Clients accept the significant fluctuations of their portfolios and the high risk of capital losses.

Risk profile:

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Prudent

MANAGEMENT OBJECTIVE:

Moderate capital appreciation with a long-term return objective and low correlation to equity markets, without capital guarantee.

CHARACTERISTICS:

Exposure: equities 0-30%, fixed income products 70-100%

Recommended investment horizon: 3 years

Risks: Minimisation of fluctuations and downside risks.

Risk profile:

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Balanced

MANAGEMENT OBJECTIVE:

Capital appreciation with a long-term return objective and average correlation to equity markets, without capital guarantee.

CHARACTERISTICS:

Exposure: equities 30-70%, fixed income products 30-70%

Recommended investment horizon: 5 years

Risks: Clients accept the significant fluctuations of their portfolios and the high risk of capital losses.

Risk profile:

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Dynamic

MANAGEMENT OBJECTIVE:

Capital appreciation with a search for long-term return through a high correlation to equity markets, without capital guarantee.

Characteristics:

Exposure: equities 50-100%, fixed income products 0-50%

Recommended investment horizon: 7 years

Risks: Clients accept the significant fluctuations of their portfolios and the high risk of capital losses.

Risk profile

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Flexible

MANAGEMENT OBJECTIVE:

Capital appreciation with a search for long-term return with high correlation to equity markets, without capital guarantee.

Characteristics:

Exposure: equities 0-100%, fixed income products 0-100%

Recommended investment horizon: 7 years

Risks: Clients accept the significant fluctuations of their portfolios and the high risk of capital losses.

Risk profile:

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PEA

MANAGEMENT OBJECTIVE:

Capital appreciation with a search for long-term return through a high correlation to equity markets, without capital guarantee.

Characteristics:

Exposure: equity 0-100%, cash 0-100%

Recommended investment horizon: 5 years

Risks: Clients accept the significant fluctuations of their portfolios and the high risk of capital losses.

Risk profile:

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PEA SME

MANAGEMENT OBJECTIVE:

Capital appreciation with a search for long-term return through a high correlation to equity markets, without capital guarantee.

Characteristics:

Exposure: equity 0-100%, cash 0-100%

Recommended investment horizon: 5 years

Risks: Clients accept the significant fluctuations of their portfolios and the high risk of capital losses.

Risk profile:

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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

This site is an information site with the objective of presenting Pergam’s portfolio management activity as well as the main characteristics of its UCIs and services. It does not constitute a canvassing activity, an offer of securities or a public offering.

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