Let us introduce ourselves
Year of Creation
Asset under management
*among which two external contributors
What's important to us
Genuine active management
Investment decisions driven by facts
Active engagement to assess the business from an entrepreneurial approach
ESG factors fully integrated
Bottom-up bond selection driven by deep fundamental analysis to identify the best alpha opportunities
Focus on high quality companies with improving outlooks to generate sustainable returns
Determine the idiosyncratic drivers of return to select the most attractive exposure to those companies
Adherence to structured investment process ensures consistent decision-making
Strategies are proprietary
Built upon our team’s 60-year practical experience in global financial markets.
Exploiting recurrent patterns caused by capital flows.
Systematic, fully automated investment process.
Three key tenets
Seek out companies
that are undervalued
We believe we can consistently add value by identifying companies that are selling at a discount of more than 30% relative to their intrinsic value.
Growth is key
Look for high profitability and growth potential
We invest in companies that have both high, or growing, return on capital employed and sales growth potential.
It's all about our
Management with a good track record, humble, focused and motivated
Alken Asset Management was established in 2005 out of loyal investors’ trust in Nicolas Walewski’s proven ability to consistently outperform the European Equity Market.
Alken decides to start a quantitative business with the launch of Cabestan Quant Research.
Alken AM starts managing two new fixed income funds, run by Portfolio Manager Antony Vallee.
Alken AM revisits its ESG strategy and among other things, starts working on developing its internal "ESG taxonomy".
After years of efforts working on its ESG enhancements:
- Alken receives the overall entity-level Score A according to the UNPRI annual reporting framework.
- Three strategies are granted the ESG LuxFLAG Label.
After four years of in-depth research, the first quant strategy is launched.
ESG continues to become part of most of the strategies' DNA:
- All except one strategy are categorised Article 8 SFDR,
- The ESG LuxFLAG Labels are renewed for three of our strategies.
We acknowledge that alpha creation requires differentiating ourselves from the crowd but we remain risk aware.
On ESG, we are heavily working on managing better our climate data and committing to strict climate disclosures, including taxonomy alignment disclosures.
Alken took a step further in its strategic development as a firm by entering the private debt space with the hiring of an experienced team of alternative credit specialists.
Our investment philosophy is focused on capital preservation and generating attractive risk adjusted returns for its investors.
Over time we have grown the firm and the product range to better suit our clients' needs; client satisfaction remains at the core of every step we make.