Clartan Associés manages capital for individual and institutional clients. 
It is an independent Société de Gestion de Portefeuille (Portfolio Management Company), approved by the Autorité des Marchés Financiers (1990). Clartan Associés builds on a “Quality & Value” investment process, implemented collegially by the partners and fund managers. 
The management of financial assets takes place primarily through the Clartan SICAV which includes : 

- Clartan Patrimoine, launched in 1991, is a product suited for precautionary savings that seeks to preserve and increase invested capital over a period of more than 2 years, with low volatility (circa 3% since inception).

- Clartan Flexible, launched in 2012, seeks to optimize the risk/return profile relative to the main global stock markets, over a period of at least five years.

- Clartan Valeurs, launched in 1991, seeks to grow capital over time (minimum 5-year period), and to outperform global equity indices over the long run.

- Clartan Europe, launched in 2003, seeks to outperform the main European equity indices over a period of more than 5 years.

- Clartan Ethos ESG Europe Small & Mid Cap, launched in September 2020, invests in a responsible and sustainable manner (positive impact) in European small and mid-cap stocks. It aims to increase the value of invested capital and to outperform the main European euro-denominated small and mid-cap indices over a period of at least five years.

Clartan Associés ’ assets under management currently amount to €1.1 billion.


Clartan Associés

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