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Hortense Lacroix
Gestionnaire de Portefeuille-Actions chez
Montpensier Finance SAS
Finance
Profil
Ms. Hortense Lacroix, CFA, is a Manager at Montpensier Arbevel SAS. Ms. Lacroix was previously employed as an Analyst & Equity Manager by Financière Arbevel SA and an Equity Portfolio Manager by Edmond de Rothschild Asset Management (France) SA.
Postes actifs de Hortense Lacroix
| Sociétés | Poste | Début |
|---|---|---|
Montpensier Finance SAS
 Montpensier Finance SAS Investment ManagersFinance Montpensier is an active, medium- to long-term manager that aims to outperform their benchmark indexes over the medium- to long-term by investing in large-, mid-, and small-cap companies primarily in the euro zone and Europe. The firm bases their convertible bond management expertise on the search for convexity resulting from the hybrid profile of convertible bonds, which generates asymmetric performance. Their diversified investment management is based on active allocation between major asset categories and through internal and external direct investments. For equities, Montpensier Finance aims to generate alpha over the medium and long-term and adopts a long-term view through a Best Business Models equity investment strategy. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Hortense Lacroix
| Sociétés | Poste | Fin |
|---|---|---|
Edmond de Rothschild Asset Management (France) SA
 Edmond de Rothschild Asset Management (France) SA Investment ManagersFinance EDRAM is an active, long-term manager which focuses on consistency and follows a blend of opportunistic, growth and value investment styles. Their investment approach is value-oriented and conviction-based with limited attention paid to specific benchmarks. They select securities based on a bottom-up approach supported by in-house fundamental research. The firm manages portfolios invested in equity and convertible bonds as well as balanced funds. They invest the bulk of their assets in European equity complemented with Asian and emerging market equity as well as marginal investments in US and global stocks. Convertible bonds represent a minor proportion of their portfolio. | Gestionnaire de Portefeuille-Actions | 01/09/2018 |
Financière Arbevel SA
 Financière Arbevel SA Investment ManagersFinance ARBEVEL is an active, long-term manager which focuses on the French small and mid-cap segment. The firm follows a pragmatic and opportunistic approach to investments in growth companies which they consider undervalued by the market or companies undergoing restructuring. They also seek to identify the companies best positioned to benefit from major structural trends including technological breakthroughs, biotechnology stakes, security, aging of the population, in order to accompany them in their development. ARBEVEL performs bottom-up, fundamental and strategic analysis of companies, including business analysis, the competitive environment, financial situation, management and valuation of the company. | Analyst-Equity | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Edmond de Rothschild Asset Management (France) SA
Edmond de Rothschild Asset Management (France) SA Investment ManagersFinance EDRAM is an active, long-term manager which focuses on consistency and follows a blend of opportunistic, growth and value investment styles. Their investment approach is value-oriented and conviction-based with limited attention paid to specific benchmarks. They select securities based on a bottom-up approach supported by in-house fundamental research. The firm manages portfolios invested in equity and convertible bonds as well as balanced funds. They invest the bulk of their assets in European equity complemented with Asian and emerging market equity as well as marginal investments in US and global stocks. Convertible bonds represent a minor proportion of their portfolio. | Finance |
Financière Arbevel SA
Financière Arbevel SA Investment ManagersFinance ARBEVEL is an active, long-term manager which focuses on the French small and mid-cap segment. The firm follows a pragmatic and opportunistic approach to investments in growth companies which they consider undervalued by the market or companies undergoing restructuring. They also seek to identify the companies best positioned to benefit from major structural trends including technological breakthroughs, biotechnology stakes, security, aging of the population, in order to accompany them in their development. ARBEVEL performs bottom-up, fundamental and strategic analysis of companies, including business analysis, the competitive environment, financial situation, management and valuation of the company. | Finance |
Montpensier Finance SAS
Montpensier Finance SAS Investment ManagersFinance Montpensier is an active, medium- to long-term manager that aims to outperform their benchmark indexes over the medium- to long-term by investing in large-, mid-, and small-cap companies primarily in the euro zone and Europe. The firm bases their convertible bond management expertise on the search for convexity resulting from the hybrid profile of convertible bonds, which generates asymmetric performance. Their diversified investment management is based on active allocation between major asset categories and through internal and external direct investments. For equities, Montpensier Finance aims to generate alpha over the medium and long-term and adopts a long-term view through a Best Business Models equity investment strategy. | Finance |
