Performance
Since 2001 our teams have used a thorough stock-picking process within the Sycovalo proprietary tool; this has allowed us to maintain steady returns.
This process, which is based on fundamental analysis and disciplined portfolio construction, has been reviewed and recognised by Fitch Ratings since 2008.
Our team’s responsiveness and experience is also reflected in the fact that we deliver our monthly performance reports from day N+1.
Independence
As an independent structure 89.5%-held by its partners and employees, Sycomore Asset Management has since 2001 benefited from the commitment of its founders and about 30 professionals who share the same entrepreneurial spirit, which guarantees low turnover among our employee/equity partners.
Our independence is a guarantee of our conviction-based, pragmatic and opportunistic management, and is reflected in atypical portfolios that are based on strong convictions. Our independence also means that we invest alongside you in our funds, so that you benefit from our expertise with even greater peace of mind.
Transparency
Transparency and integrity are the bedrock values in the decisions that Sycomore Asset Management makes each day.
Respect for these values is reflected in the availability and proximity of all our teams, which means clear and prompt reporting, investment alongside you in our funds (to guarantee an alignment of our interests with yours), and fully transparent pricing, without any transaction fees.
We are also careful to show you how the indexes have done with their dividends reinvested, as these are the most faithful benchmarks for your investments.
Organisation
Our organisational set-up is reviewed by Fitch Ratings. It is on a human scale and composed of teams given performance incentives.
Our conviction-based investment is framed by a thorough investment process and a controls & security department. This allowed us to weather the financial crisis satisfactorily.
Awards
From the very start, Sycomore Asset Management has received regular awards for its investment team’s quality and long-term performances. Since 2008, we have also been rated by the international agency Fitch Ratings.
This rating, which assesses the management process and the risk and controls teams, has given institutional recognition to us and the objectives that we have set for ourselves from the very start.
Sycomore Asset Management is the only independent, specialised investment firm to be rated by Fitch.