We believe the ever-changing and complex economic and financial environment no longer favors passive savings solutions. This is why we propose active portfolios that reflect the convictions of our portfolio managers, allowing clients to benefit from in-depth knowledge of companies, issuers and financial markets.

At DNCA Finance, we all share the same ambition: to develop solutions that are adapted and managed with an approach that combines anticipation and pragmatism.

Our expertise, rigor and sense of accountability have enabled DNCA Finance to position among Europe’s top equity investment firms.

The human dimension of our business is essential. We believe our success relies on the strength of the collaboration between our teams, clients and partners.

Our aim is to propose high level services backed by seniority, complementarity and the skills of our investment professionals.

Our portfolio managers and analysts all share the same values, characterized by :

• Focus on excellence backed by long experience in the expertise in which they operate. Regular exchanges and close collaboration allow teams to share views and adapt strategies accordingly.
• Open-mindedness to news ways of initiating strategies and responding to the challenges of tomorrow.
• Independence, a condition that ensures teams can act fully in the interest of growing our clients’ savings.

Since the very beginning, we have taken an ethical approach to investments with a strong focus on governance. We are also convinced that long-term management must integrate environmental, social and societal aspects into its analysis. 

At DNCA Finance, we believe Socially Responsible Investment (SRI) provides an opportunity to invest in companies that contribute positively on environmental,  social and societal dimensions. For this reason, we are a signatory of the UNPRI and are active in their collaborative platform.

DNCA Finance is a member of the AFG's Responsible Investment Committee and participates in the working group on the European consultation on sustainable finance initiatives. DNCA Finance also adheres to the AFG-FIR-Eurosif transparency code for SRI funds open to the public. 

Similarly, we pay particular attention to the state labels, SRI and TEEC, in their current form and are committed to participating in their development.

As part of our commitment to SRI, we encourage all financial players to move towards greater transparency. To support this ambition, we have decided to monitor and make public each year* our climate trajectory for all our investments managed within the framework of the Paris Agreement, supporting the objective of carbon neutrality in Europe by 2050.

*As of June 2021.