OUR PHILOSOPHY, INVESTMENT WITH CONVICTION

We reckon that the success of French, European and global best companies stems from the benefits of a unique market positioning combined with a strategy of continuous investment that provide them strong and sustainable growth prospects.

Our team invests in highly differentiated companies with a long-term industrial vision and a corporate governance that ensures minority interests are taken into account. Since INOCAP Gestion’s inception, we value innovation as a key differentiation factor.

Our conviction-based investment approach is driven by a rigorous stock-picking built upon a deep fundamental analysis supplemented by a committed fieldwork approach inherited from our private equity DNA and resulting in a wide number of interactions with companies.

Our investment team selects companies purely on the base of their intrinsic qualities and excluding any reference to a benchmark.

Strategy
Fund
Inception Date
Manager
Market Cap
Companies
Type
Risk
Eligibility
Net asset value
YTD
Performance Year -1
1 month performance
1 year performance
3 years performance
5 years performance
Performance since inception
Volatility
Net assets
Rating
Link
French Equity

QUADRIGE FRANCE

Smallcaps

ISIN : FR0011466093

02/07/2013
P. Bauchet
G. Perreira
Small
PME
OPC
6
PEA
PEA PME
251,31 € 30/05/2023
-1,56%
-3,06%
-0,90%
-0,40%
+47,41%
-1,81%
+151,31%
15,87%
38,10 M€
★★★★ Morningstar*
★★★★ Quantalys
French Equity

QUADRIGE RENDEMENT

France Midcaps

ISIN : FR0011640986

23/12/2013
G. Perreira
P. Bauchet
Mid
ETM
OPC
6
PEA
207,86 € 30/05/2023
+2,28%
-7,70%
-1,50%
+1,90%
+45,20%
-5,67%
+107,86%
18,49%
69,10 M€
★★★★ Morningstar*
★★★★★ Quantalys
European Equity

QUADRIGE EUROPE

Midcaps

ISIN : FR0013072097

31/12/2015
S. Lemonnier
P. Bauchet
Mid
ETI
OPC
6
PEA
188,27 € 30/05/2023
+12,41%
-14,12%
-1,23%
+11,68%
+48,19%
+21,43%
+88,27%
19,40 %
133,45 M€
★★★★ Morningstar*
★★★★★ Quantalys
European Equity

QUADRIGE MULTICAPS

Europe

ISIN : FR0013261807

20/07/2017
S. Lemonnier
P. Bauchet
Large
GE
OPC
6
PEA
132,72 € 30/05/2023
+9,06%
-14,20
-3,78%
+5,12%
+21,17%
+27,60%
+32,72%
19,51 %
41,45 M€
★★ Morningstar*
★ Quantalys
Actions / Obligations

QUADRIGE

PATRIMOINE

ISIN : FR0013324902

05/11/2018
P. Bauchet
Large
GE
OPC
4
N/A
103,91 € 26/05/2023
+5,29%
-8,74%
+0,14%
+3,30%
+7,42%
N/A
+3,91%
5,49%
35,86 M€
★★★ Morningstar*
★★★ Quantalys