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
254,16€ 05/12/2022
-3,50%
+25,23%
+7,49%
+1,70%
+24,83%
+1,99%
+154,16%
19,16%
33,75 M€
★★★★ Morningstar*
★★★★ Quantalys
French Equity

QUADRIGE RENDEMENT

France Midcaps

ISIN : FR0011640986

23/12/2013
G. Perreira
P. Bauchet
Mid
ETM
OPC
6
PEA
205,01 € 05/12/2022
-6,89%
+18,93%
+6,23%
-1,08%
+18,82%
-10,39%
+105,01%
21,97%
64,14 M€
★★★ Morningstar*
★★★★ Quantalys
European Equity

QUADRIGE EUROPE

Midcaps

ISIN : FR0013072097

31/12/2015
S. Lemonnier
P. Bauchet
Mid
ETI
OPC
6
PEA
171,65€ 05/12/2022
-11,98%
+20,50%
+8,27%
-6,48%
+22,21%
+12,15%
+71,65%
22,61%
105,54 M€
★★★ Morningstar*
★★★★★ Quantalys
European Equity

QUADRIGE MULTICAPS

Europe

ISIN : FR0013261807

20/07/2017
X. de Buhren
P. Bauchet
Large
GE
OPC
6
PEA
125,97 € 05/12/2022
-11,19%
+13,52%
+6,38%
-6,08%
+10,12%
+28,33%
+25,97%
23,83%
38,05 M€
★★★★ Morningstar*
★★★★ Quantalys
Actions / Obligations

QUADRIGE

PATRIMOINE

ISIN : FR0013324902

05/11/2018
P. Bauchet
Large
GE
OPC
4
N/A
99,40 € 02/12/2022
-8,08%
+5,01%
+3,27%
-6,88%
-2,22%
N/A
-0,60%
5,49%
36,41 M€
★★★ Morningstar*
★★★ Quantalys