Amiral Gestion
Amiral Gestion is an independent asset management firm headquartered in Paris, France. Founded in 2003, it is wholly owned by its executives and employees and specializes in actively managed small and mid-cap equities, fixed income, and diversified portfolios. The firm serves institutional investors, family offices, private banks, and individual clients across France, Spain, Andorra, Switzerland, Luxembourg, Italy, and Portugal. As of June 2024, Amiral Gestion manages €3.8 billion in assets (approximately $4.1 billion) and employs around 61 staff worldwide, including 23 analyst-fund managers. The company is also notable for its commitment to ESG and SRI strategies and operates philanthropic initiatives via the Sextant Foundation.
Investment Strategy
Amiral Gestion applies a fundamental, value-based investment approach with a long-term horizon, focusing on actively managed small and mid-cap companies that are well-run and undervalued. The firm emphasizes deep research, independent stock-picking, and does not follow benchmarks or market trends. Their investment process integrates non-financial ESG analysis since 2012 and includes dedicated SRI mandates since 2015. Amiral Gestion markets a range of strategies through its SICAV Sextant funds as well as custom mandates, balancing risk management with strong engagement and responsible stewardship of portfolio companies.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ADBE | ADOBE INC. | 15.91% | $43.8M | 124,108 | $393.17 | $352.75 | +$6.3M |
M MSFT | MICROSOFT CORPORATION | 14.43% | $39.7M | 76,650 | $448.12 | $517.95 | +$8.8M |
P PYPL | PAYPAL HOLDINGS, INC. | 10.22% | $28.1M | 419,629 | $75.94 | $67.06 | +$5.1M |
E EW | EDWARDS LIFESCIENCES CORPORATION | 7.99% | $22.0M | 282,795 | $76.28 | $77.77 | +$13.4M |
M META | META PLATFORMS, INC. | 7.48% | $20.6M | 28,013 | $651.71 | $734.38 | -$18.4M |