- Cap West Equities is a Paris-based asset management company created in 2000.

- Owned mostly by management who is heavily invested in all investments strategies.

- Independent company since its foundation with back up from French institutional investors SMABTP (EUR 20B+ AUM) and Ecofi (EUR 8B+ AUM)


INVESTMENT STRATEGIES :

- We manage three long only equity funds initially focused on US equities with a fundamental approach.

- We look for companies with strong and durable competitive advantage and that are trying to improve this competitive advantage.

- We generally have a contrarian approach as we tend to buy companies that we think are temporary undervalued.

- We only invest in a small number of companies (15-25 stocks)

- We can invest in companies of any market cap from any industry.

- We do not market time or trade frequently.

- We do not hedge anything.

- We do not try to predict macroeconomics development.


INVESTMENT PROCESS :

1) We source information only from annual/quartely reports and conference calls. We can occasionally rely on industry experts.

2) Qualitative assessment: we study deeply the competitive environment and management of a company. Our approach is to find companies with great competitive advantage and which are trying to improving their advantage.

3) Valuation: we built internal model with our own hypothesis to value companies.

4) Investment decision: we would invest in a stock only if we have a deep conviction that the competitive advantage is strong enough and if our valuation gives us a potential 15% annualized return over 5 years.


CAP WEST FUNDS :

- CAP WEST FUND - CAP IN (ISIN : FR 0000 448 680)

- CAP WEST FUND - CAP OFF (ISIN : FR 0000 448 698)

- CAP WEST PARTNERS ( ISIN : 0011 049 923)

CAP WEST EQUITIES

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