LONVIA CAPITAL is an independent asset management company with a long-term investment philosophy. LONVIA CAPITAL is based on a unique investment strategy that Cyrille Carrière has been successfully applying for many years to European small- and mid-cap equities. The funds have been awarded the SRI label by the French government in November 2021.
INVESTMENT PHILOSOPHY
Our investment philosophy is based on identifying, analyzing and selecting business models deemed to be sustainable and value-creating, with a view to long-term investment. We invest in companies judged to have strong development potential, thanks to their positioning in buoyant markets and strategies geared to growth through innovation, investment in human capital, winning new customers and international expansion.
Our companies have the capacity to become part of a virtuous circle of growth and thus change size considerably in just a few years. Once selected, our ambition is to support the development of these companies and enable our investors to benefit from potential long-term value creation.
INVESTMENT PROCESS
Our process is analytical and disciplined. We only invest in companies that we know and understand, and that we can model and value from a long-term perspective. Working closely with company management and on the ground is at the heart of our investment philosophy, enabling us to gain an in-depth understanding of business models and their development potential.
“Extracting ourselves from market movements by focusing on long-term support for successful business models”.
In line with our vision of long-term investment, we assess the impact of companies on the environment and society, and select those with sustainable growth strategies. Through the type of companies we invest in and our focus on their societal impact, we aim to invest in companies that meet the challenges addressed by the United Nations’ Sustainable Development Goals.
Cyrille est Président, Directeur de la Gestion et co-fondateur.
Cyrille gère les fonds LONVIA Mid Cap Euro et LONVIA Mid Cap Europe.
Jusqu’en septembre 2020, il gère les stratégies actions Small & Mid Cap Euro et Europe dont les fonds flagship « 5 étoiles Morningstar » Groupama Avenir Euro et G Fund – Avenir Europe pour un total d’encours sous gestion qui passent de 70 millions € en mars 2012 à plus de 4 milliards € en septembre 2020. La performance du fonds Groupama Avenir Euro est de +309,7% contre +131,4% pour son indice de référence entre le 26 mars 2012 et le 18 septembre 2020 et celle de G Fund Avenir Europe est de +137,2% contre +52,5% pour son indice de référence depuis son lancement le 14 décembre 2014 et le 18 septembre 2020.
Sous sa gestion, ces deux fonds remportent 45 « Refinitiv Lipper Funds Award » en 2015-2016-2017-2018-2019-2020 dont 6 successifs remportés par le fonds Groupama Avenir Euro comme meilleur performer sur 3 ans. Il reçoit également de nombreux prix de gestion à l’image du Grand Prix de la finance 2020 meilleur fonds de la catégorie petites et moyennes valeurs Europe et est maintes fois classé gérant Citywire AA et AAA. Il commence sa carrière en 1998 chez Rothschild & Cie Gestion en tant qu’analyste financier. En 2007, il rejoint Barclays Wealth Managers Paris comme Vice-Président et devient gérant des fonds de valeurs moyennes zone Euro Barclays Small Cap et Barclays Euro Equity Small & Mid en 2008. En 2012, il devient Directeur Adjoint de la Gestion Actions & Convertibles chez Groupama Asset Management.
Cyrille est titulaire d’un Mastère Finance de l’ESCP et diplômé de l’Université Paris 1 Sorbonne en économie.
François est Directeur Général et co-fondateur. Après un début de carrière en tant que broker chez Meeschaert-Rousselle, il participe de 1990 à 2001 au succès d’Exane qui devient le premier courtier français. En 2002, il crée le fonds Sextant PEA au sein de la Financière de l’Echiquier puis fonde Amiral Gestion en 2003 qui a atteint sous son leadership plus de 4 milliards d’euros d’encours sous gestion. François est diplômé de l’ESCP.
Pascale est Responsable Conformité. Elle a commencé sa carrière à Merrill Lynch, à Londres, en 2006 en tant que chargée de Conformité au sein de l’équipe de recherche Equity, puis de Bank of America Merrill Lynch jusqu’en 2012. Basée à Singapour, Pascale a été Responsable de la Conformité pour les entités de Singapour et Sydney de GFI Group pendant 4 ans puis, en 2018, rejoint l’équipe d’Amiral Gestion en tant que Responsable Conformité et Opération. Pascale devient Chargée de Conformité sur le pôle Veille réglementaire et Protection de la clientèle du Crédit Agricole Titres en 2021. Pascale est diplômée d’un Master en droit financier (Rennes) et en droit du travail (Tours).
Jacques est Analyste-Gérant et co-fondateur. Jacques commence sa carrière chez Amiral Gestion en 2014 en tant qu’analyste financier puis co-gérant du fonds Sextant Autour Du Monde à partir de 2017. Basé à Paris, Barcelone puis Singapour, il investit principalement dans des petites et moyennes capitalisations en Europe et Asie. Jacques est diplômé de l’Université Paris XII en Ingénierie Financière en 2014.
Jérôme est Directeur du Développement et de la Clientèle Institutionnelle pour l’Europe francophone et associé. Après un début de carrière comme gérant privé chez Unofi puis chez Deutsche Bank, il rejoint Groupama AM en 2002 où il se consacre pendant 15 ans à la distribution de fonds auprès d’Investisseurs Institutionnels. Il exerce des fonctions similaires pendant les 4 années suivantes chez Edmond de Rothschild AM où il devient directeur des ventes institutionnelles pour la France, la Belgique et le Luxembourg. Jérôme est diplômé d’une maîtrise en Sciences Économiques et d’un 3eme cycle en gestion de Patrimoine.
Cyrille is Chairman, Managing Director and co-founder.
Cyrille manages the LONVIA Mid Cap Euro and LONVIA Mid Cap Europe funds.
Until September 2020, he will manage Small & Mid Cap Euro and Europe equity strategies, including the flagship “5-star Morningstar” funds Groupama Avenir Euro and G Fund – Avenir Europe, with total assets under management rising from €70 million in March 2012 to over €4 billion in September 2020. The performance of the Groupama Avenir Euro fund is +309.7% compared with +131.4% for its benchmark index between March 26, 2012 and September 18, 2020, and that of G Fund Avenir Europe is +137.2% compared with +52.5% for its benchmark index since its launch on December 14, 2014 and September 18, 2020.
Under its management, these two funds won 45 “Refinitiv Lipper Funds Awards” in 2015-2016-2017-2018-2019-2020, including 6 successive awards for the Groupama Avenir Euro fund as best performer over 3 years. He has also received numerous management awards, such as the Grand Prix de la Finance 2020 for the best fund in the small and mid-cap Europe category, and has been repeatedly ranked as a Citywire AA and AAA manager. He began his career in 1998 at Rothschild & Cie Gestion as a financial analyst. In 2007, he joined Barclays Wealth Managers Paris as Vice President and became manager of the Barclays Small Cap and Barclays Euro Equity Small & Mid Eurozone mid-cap funds in 2008. In 2012, he became Deputy Head of Equities & Convertibles at Groupama Asset Management.
Cyrille holds a Master’s degree in Finance from ESCP and a degree in Economics from Paris 1 Sorbonne University.
François is Managing Director and co-founder. After starting his career as a broker with Meeschaert-Rousselle, from 1990 to 2001 he helped Exane become France’s leading broker. In 2002, he created the Sextant PEA fund within Financière de l’Echiquier, then founded Amiral Gestion in 2003, which under his leadership reached over 4 billion euros in assets under management. François is a graduate of ESCP.
Pascale is Head of Compliance. She began her career at Merrill Lynch, London, in 2006 as a Compliance Officer in the Equity Research team, then at Bank of America Merrill Lynch until 2012. Based in Singapore, Pascale was Head of Compliance for GFI Group’s Singapore and Sydney entities for 4 years and then, in 2018, joined the Amiral Gestion team as Head of Compliance and Operations. Pascale will become Compliance Officer for the Regulatory Watch and Customer Protection division of Crédit Agricole Titres in 2021. Pascale holds a Master’s degree in financial law (Rennes) and labor law (Tours).
Jacques is Managing Analyst and co-founder. Jacques began his career at Amiral Gestion in 2014 as a financial analyst, then co-managed the Sextant Autour Du Monde fund from 2017. Based in Paris, Barcelona and Singapore, it invests mainly in small and mid-cap companies in Europe and Asia. Jacques graduated from the University of Paris XII in Financial Engineering in 2014.
Jérôme is Director of Development and Institutional Clients for French-speaking Europe and a partner. After starting his career as a private manager with Unofi and then Deutsche Bank, he joined Groupama AM in 2002, where he spent 15 years distributing funds to institutional investors. He held a similar position for the next 4 years at Edmond de Rothschild AM, where he became head of institutional sales for France, Belgium and Luxembourg. Jérôme holds a Master’s degree in Economics and a postgraduate diploma in Asset Management.