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
4
PEA
PEA PME
258,87 29/02/2024
-1,14%
+2,57%
+1,98%
-4,55%
+11,51%
+39,83%
+158,87%
14,91%
37,00 M€
★★★★★ Morningstar*
★★★★★ Quantalys
French Equity

QUADRIGE RENDEMENT

France Midcaps

ISIN : FR0011640986

24/12/2013
G. Perreira
P. Bauchet
Mid
ETM
OPC
4
PEA
202,49 € 29/02/2024
-2,08%
+1,75%
-0,45%
-8,94%
+1,36%
+21,38%
+102,49%
17,11 %
61,50 M€
★★★★★ Morningstar*
★★★★★ Quantalys
European Equity

QUADRIGE EUROPE

Midcaps

ISIN : FR0013072097

31/12/2015
S. Lemonnier
P. Bauchet
Mid
ETI
OPC
4
PEA
182,29 € 29/02/2024
-2,67%
+11,83%
+0,84%
-5,86%
+4,38%
+47,52%
+82,29%
17,71 %
126,77M€
★★★ Morningstar*
★★★★ Quantalys
European Equity

QUADRIGE MULTICAPS

Europe

ISIN : FR0013261807

20/07/2017
S. Lemonnier
P. Bauchet
Large
GE
OPC
4
PEA
134,78 € 29/02/2024
-0,79%
+11,63%
-1,27%
-3,00%
+4,72%
+38,43%
+34,78%
18,24 %
38,58M€
★ Morningstar*
★ Quantalys
Actions / Obligations

QUADRIGE

PATRIMOINE

ISIN : FR0013324902

05/11/2018
P. Bauchet
Large
GE
OPC
3
N/A
105,35 € 23/02/2024
-0,04%
+6,79%
+2,48%
+1,08%
+1,15%
+6,63%
+5,35%
5,49%
31,27M€
★★★ Morningstar*
★★ Quantalys