OUR PHILOSOPHY, INVESTMENT WITH CONVICTION

We reckon that the success of French, European and global best companies stems from the benefits of a unique market positioning combined with a strategy of continuous investment that provide them strong and sustainable growth prospects.

Our team invests in highly differentiated companies with a long-term industrial vision and a corporate governance that ensures minority interests are taken into account. Since INOCAP Gestion’s inception, we value innovation as a key differentiation factor.

Our conviction-based investment approach is driven by a rigorous stock-picking built upon a deep fundamental analysis supplemented by a committed fieldwork approach inherited from our private equity DNA and resulting in a wide number of interactions with companies.

Our investment team selects companies purely on the base of their intrinsic qualities and excluding any reference to a benchmark.

Strategy
Fund
Inception Date
Manager
Market Cap
Companies
Type
Risk
Eligibility
Net asset value
YTD
Performance Year -1
1 month performance
1 year performance
3 years performance
5 years performance
Performance since inception
Volatility
Net assets
Rating
Link
French Equity

QUADRIGE FRANCE

Smallcaps

ISIN : FR0011466093

02/07/2013
P. Bauchet
G. Perreira
Small
PME
OPC
4
PEA
PEA PME
254,73 € 01/07/2024
-2,72%
+2,65%
-10,18%
-1,14%
-0,60%
+19,52%
+154,73%
14,63%
41,16M€
★★★★ Morningstar*
★★★★★ Quantalys
French Equity

QUADRIGE RENDEMENT

France Midcaps

ISIN : FR0011640986

24/12/2013
G. Perreira
P. Bauchet
Mid
ETM
OPC
4
PEA
198,05 € 01/07/2024
-4,23%
+1,75%
-9,75%
-6,80%
-11,94%
+10,20%
+98,05%
16,95%
62,99 M€
★★★★ Morningstar*
★★★ Quantalys
European Equity

QUADRIGE EUROPE

Midcaps

ISIN : FR0013072097

31/12/2015
P. Bauchet
Mid
ETI
OPC
4
PEA
177,88 € 01/07/2024
-5,02%
+11,83%
-4,70%
-6,82%
-12,28%
+32,59%
+77,88%
17,61 %
125,48M€
★★★ Morningstar*
★★ Quantalys
European Equity

QUADRIGE MULTICAPS

Europe

ISIN : FR0013261807

20/07/2017
P. Bauchet
Large
GE
OPC
4
PEA
131,72 € 01/07/2024
-3,04%
+11,63%
-4,85%
-6,45%
-9,15%
+21,91%
+31,72%
18,09 %
38,42M€
★★ Morningstar*
★★ Quantalys
Actions / Obligations

QUADRIGE

PATRIMOINE

ISIN : FR0013324902

05/11/2018
P. Bauchet
Large
GE
OPC
3
N/A
103,80 € 28/06/2024
-1,51%
+6,79%
-2,58%
+0,54%
-4,42%
+3,38%
+3,80%
5,50%
30,94M€
★★ Morningstar*
★★ Quantalys