- Cap West Equities is a Paris-based asset management company created in 2000.
- Owned mostly by management who is heavily invested in all investments strategies.
- Independent company since its foundation with back up from French institutional investors SMABTP (EUR 20B+ AUM) and Ecofi (EUR 8B+ AUM)
INVESTMENT STRATEGIES :
- We manage three long only equity funds initially focused on US equities with a fundamental approach.
- We look for companies with strong and durable competitive advantage and that are trying to improve this competitive advantage.
- We generally have a contrarian approach as we tend to buy companies that we think are temporary undervalued.
- We only invest in a small number of companies (15-25 stocks)
- We can invest in companies of any market cap from any industry.
- We do not market time or trade frequently.
- We do not hedge anything.
- We do not try to predict macroeconomics development.
INVESTMENT PROCESS :
1) We source information only from annual/quartely reports and conference calls. We can occasionally rely on industry experts.
2) Qualitative assessment: we study deeply the competitive environment and management of a company. Our approach is to find companies with great competitive advantage and which are trying to improving their advantage.
3) Valuation: we built internal model with our own hypothesis to value companies.
4) Investment decision: we would invest in a stock only if we have a deep conviction that the competitive advantage is strong enough and if our valuation gives us a potential 15% annualized return over 5 years.
CAP WEST FUNDS :
- CAP WEST FUND - CAP IN (ISIN : FR 0000 448 680)
- CAP WEST FUND - CAP OFF (ISIN : FR 0000 448 698)
- CAP WEST PARTNERS ( ISIN : 0011 049 923)
Company Details
- Employees
- 3
- Founded
- -
- Address
- 8, Rue Louis Armand, Paris,île-De-France 75015,france
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- capwestequities.com
- Keywords
- Stock-Picking.
- HQ
- Paris, Île-de-France
Cap West Equities Questions
Cap West Equities's website is capwestequities.com
Cap West Equities's LinkedIn profile is https://fr.linkedin.com/company/cap-west-equities
Cap West Equities has
3 employees.
View email and phone details for 3
employees at Cap West Equities.
Cap West Equities's industry is
Investment Management
Cap West Equities's top competitors are
Inside,
Passerelles Numériques,
Otcex,
Royaltiz,
Opale Finance,
Ora Global,
Ethics & Boards,
Aedbf-France,
Bfr Expertise & Solutions,
Dorval Am.
Cap West Equities's categories are Investment Management
Cap West Equities's founding year is 2000
