Adrien Bommelaer

6 Years of experience

Focus on high-quality firms at attractive prices

Current firm: La Financière de l'Echiquier

Professional background

Adrien Bommelaer began his career in 1997 as a sell-side analyst in London at Credit Suisse. In 2005, he became an analyst for the hardware and semiconductor sector. In 2012 he became a member of the global portfolio management team of Alliance Trust Investments before joining the Sustainability Investment Team. In 2016 he became the co-manager for global funds. Adrien was appointed partner at Lion Trust asset management when it acquired ATI. In 2017 he joined La Financière de l’Echiquier as co-manager of Echiquier Major SRI Growth Europe.

Educational background

A graduate of the EDHEC Business School

Performance

4.5%

Manager Annualised Return Since Inception

2.81%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

4.5%

2.81%

1.68%

*Inception date: 1/12/2017

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Echiquier Major SRI Growth Europe

Value investing using fundamental analysis

Benchmark
MSCI Europe, Net, (€)

Class
Class A

ISIN
FR0010321828

AUM
700,960,000.00 €

Ongoing Charges
Management Fees: 2.392%