European Value Equities - Art. 9
Focus on the strategy
This strategy offers a distinctive approach within the sustainable investing universe by combining a contrarian value philosophy with a strong commitment to responsible investment principles. Viewing SRI as a powerful catalyst for change, the investment process seeks to unlock value in companies that are often overlooked by the market.
Focused on European large- and mid-cap equities, the strategy relies on rigorous fundamental stock-picking to identify attractively valued businesses with long-term potential. The portfolio is high conviction and low turnover, targeting an active share above 80%, while maintaining a differentiated profile through exposure to value opportunities without investing in the energy sector. Sustainability considerations are deeply embedded throughout the investment process, supporting both financial and non-financial objectives.
This strategy is available on our platform through a unique UCITS fund registered in the following countries: Austria, Belgium, Denmark, France, Germany, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland and United Kingdom.
At a glance
Art. 9 - Sustainable Investment Product (under SFDR)
Large- and Mid-cap European equities
This strategies applies a fundamental stock-picking to identify contrarian value-oriented companies with a strong and responsible commitment
Unique exclusive strategy available in Europe through a UCITS Fund
“We believe consistent, long-term returns are more likely to be achieved by investing in sustainable businesses. The EdenTree Standard, our proprietary sustainability framework, is integrated throughout our investment process and informs our decision-making.”
Chris Hiorns, CFA, Head of European Equities and Multi-Asset
Why invest in this strategy?
- The strategy invests in sustainable European large-cap companies using a disciplined bottom-up approach to identify attractive businesses trading at compelling valuations.
- A differentiated value and contrarian philosophy seeks to uncover overlooked opportunities, focusing on income generators, contrarian ideas and hidden value businesses with long-term growth potential.
- The portfolio is concentrated, high conviction and low turnover, typically holding 40–60 stocks with a high active share. ESG considerations are fully integrated, and the strategy remains fossil fuel free.
EdenTree Investment Management
EdenTree is an active investment management house dedicated to sustainable and impact investing, which forms the core of its business. The company has more than 35 years of experience in this field, having launched its first ethical fund in 1988.
EdenTree is part of the Benefact Group, a charity-owned international family of specialist financial services companies that donates all available profits to charities and good causes.
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