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Let us introduce ourselves

About us

Few facts

Key Figures

2005

Year of Creation

1,5

Asset under management

(billion euros)

16

Investment analysts*

*among which two contributors in Paris as consultants

3

Strategy expertises

What's important to us

Our Values

Equity

Genuine active management

 

Investment decisions driven by facts

 

Active engagement to assess the business from an entrepreneurial approach

 

ESG factors fully integrated 

Fixed Income

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

Alternatives

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

Investment Philosophy

Estimation

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.

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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.

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People

It's all about our
human resources 

Management with a good track record, humble, focused and motivated

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Our Story

Key Facts

2005

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.

2017

Alken decides to start a quantitative business with the launch of Cabestan Quant Research.

2018

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". 

2020

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. 

2021

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.

2022

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. 

... 

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.