DORVAL AM Information

Dorval Asset Management - an affiliate of Natixis Wealth Management - is a management company recognised in the areas of flexible wealth management strategies and stock-picking in European equities. Dorval Asset Management process is based on macro- and microeconomic reconciliation data crossed with information arising from numerous visits to companies and meetings with their directors (more than 700 a year). Investment themes are chosen inside a central macro scenario. In addition, during stress period technical analysis is also used. This in-depth study of the economy, associated with robust valuation methods and owner investment processes, enables Dorval Asset Management not only to anticipate the major underlying trends but also to react swiftly to market’s turbulences. Dorval Asset Management has been a leading player in conviction-based management for over 20 years, structured around two areas of expertise: collective management through international wealth funds, flexible European funds and pure European equity funds; and wealth management and discretionary management for private clients. Dorval AM offers its clients responsible and sustainable investment solutions that make sense, within open-ended funds that are all SRI-certified, classified SFDR 8 and SFDR 9 for the climate impact research strategy. Distribution is handled by the French banking networks of Groupe BPCE and by Dorval AM for all external clients (wealth management advisors, wholesale, institutional investors and insurers in France and internationally).