Equity Investments
Our teams dedicated to equity management include some twenty investment professionals.
They apply a fundamental active management approach, with strong convictions and well-structured processes, with a view to generating robust and stable alpha that is consistent over different investment cycles. Their operations are focused on French and European equities and based on well-considered and coherent investment themes.


Investment Philosophy
An opportunistic approach to investment in European equities focused on four main themes:
  • « special situations »,
  • an opportunistic investment approach,
  • quality growth
  • and aggressive growth.
    •  The investment process, which is over-arching and structured, is adjusted to each theme, and positions the manager at the centre of both the stock selection process and the portfolios’ construction, in which the number of positions is voluntarily limited to our strong convictions.


    Management Report
     OFI AM benefits today from a recognised expertise in equities and a positioning which makes it stand out, notably thanks to its "special situations" range and the success of OFI Cible, a pioneer in its category, both in terms of performance (+25% in 2006) and assets under management (over €1bn at the end of March 2007), which makes it one of the European leaders on this dynamic market segment.

    In 2007, we will have the opportunity to pursue variations on this theme by finalising the range, and to capitalise on our opportunistic strategy driven by the performance of OFI Nemo (+19.68% in 2006), in particular by strengthening our non-correlated strategies range.
    Expertise
    European equities
    International equities
    Information
    Head : Thierry Pauwels
    Management team : 17 personnes
    Assets under management : 2,1 Md d'euros
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