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
239,99 € 26/09/2023
-6,00%
-3,06%
-9,93%
+11,05%
+45,33%
+7,09%
+139,99%
15,38%
37,40 M€
★★★★★ Morningstar*
★★★★★ Quantalys
French Equity

QUADRIGE RENDEMENT

France Midcaps

ISIN : FR0011640986

23/12/2013
G. Perreira
P. Bauchet
Mid
ETM
OPC
6
PEA
196,61 € 26/09/2023
-3,26%
-7,70%
-6,80%
+13,26%
+34,69%
-1,08%
+96,61%
17,35 %
64,63 M€
★★★★ Morningstar*
★★★★★ Quantalys
European Equity

QUADRIGE EUROPE

Midcaps

ISIN : FR0013072097

31/12/2015
S. Lemonnier
P. Bauchet
Mid
ETI
OPC
6
PEA
175,57 € 26/09/2023
+4,83%
-14,12%
-6,66%
+18,80%
+31,81%
+21,16%
+75,57%
18,15 %
125,15 M€
★★★★ Morningstar*
★★★★★ Quantalys
European Equity

QUADRIGE MULTICAPS

Europe

ISIN : FR0013261807

20/07/2017
S. Lemonnier
P. Bauchet
Large
GE
OPC
6
PEA
127,92 € 26/09/2023
+5,11%
-14,20%
-5,92%
+17,04%
+12,99%
+20,59%
+27,92%
18,34 %
38,35M€
★★ Morningstar*
★ Quantalys
Actions / Obligations

QUADRIGE

PATRIMOINE

ISIN : FR0013324902

05/11/2018
P. Bauchet
Large
GE
OPC
4
N/A
102,74 € 22/09/2023
+4,10%
-8,74%
-1,33%
+4,82%
+4,14%
N/A
+2,74%
5,49%
32,72M€
★★★★ Morningstar*
★★★★ Quantalys