Dnca Finance
DNCA Finance is a Paris-based asset management company founded in 2000. The firm specializes in conviction-driven portfolio management across multiple asset classes, including fixed income, multi-asset, equity, and retirement savings. DNCA serves both private and institutional investors and is recognized for its rigorous, risk-integrated wealth management approach. With more than 150 employees and over 60 portfolio managers, DNCA offers a comprehensive range of French and Luxembourg-domiciled funds distributed across Europe. The firm's investment strategies and products are regularly awarded and widely regarded in the industry.
Investment Strategy
DNCA Finance emphasizes a conviction-driven, active management approach across asset classes and regions. The firm's investment philosophy centers on combining risk management—both financial and extra-financial—at every stage of the process with deep company and issuer knowledge. Their strategies span fixed income, global macro, multi-asset, equities, and socially responsible investments (SRI). DNCA blends value, blend, and growth management styles, focusing on identifying long-term opportunities through both qualitative and quantitative analysis. Their process is collaborative, putting a premium on strong market knowledge, direct dialogue with company management, and a balance between risk and return. They support diversified portfolios tailored to clients' evolving needs, aiming for performance in various market environments.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.11% | $80.1M | 160,976 | $462.23 | $497.41 | +$32.3M |
V V | VISA INC | 5.88% | $76.9M | 216,687 | $280.28 | $355.05 | +$12.9M |
N NVDA | NVIDIA CORPORATION | 5.47% | $71.6M | 453,260 | $128.54 | $157.99 | +$29.5M |
F FLUT | FLUTTER ENTMT PLC | 5.41% | $70.8M | 250,451 | $186.31 | $285.76 | -$23.9M |
M META | META PLATFORMS INC | 5.27% | $69.0M | 93,520 | $524.53 | $738.09 | +$18.1M |