ODDO BHF Avenir Europe
ODDO BHF Avenir Europe “Investing in tomorrow’s leaders”
Launched in 1999, ODDO BHF Avenir Europe seeks to outperform the MSCI Europe Smid (NR) EUR index over a minimum investment period of five years.
This is a fund of conviction based on bottom-up analysis, focusing on value creators on the whole cycle: self-financing growth, preserved profitability and self-financing even in recession times, whatever the sector. Positions in the portfolio are European companies with an international reach: tomorrow’s global leaders. The fund has no style bias, no macroeconomic bets, but a structural underweight of non-value creator sectors and/or purely domestic businesses versus a structural overweight on sectors with numerous potentially attractive investment opportunities. The same team has been in charge of the fund for more than 14 years.