Profession CGP – “The health sector is still doing well”

Profession CGP magazine consulted Trecento AM in the context of writing the dossier “The health sector is still doing well”. “Investing in listed healthcare companies has been one of the winning bets in recent years. When the world equity market in euros lost, for example, 4% in 2018 (and Europe 11%), the global healthcare sector…

PME Magazine – Five examples to invest differently

Alice Lhabouz, CEO of Trecento AM, highlighted in PME Magazine (Swiss magazine) the potential attractiveness and yield that the robotics investment universe can offer. “The demographic and environmental shocks as well as the search for innovation and competitiveness by companies accelerate the rise of robotization and artificial intelligence, likely catalysts of the fourth industrial revolution.…

Le Revenu – “Robotics is booming”

Launched in December 2016 by Trecento Asset Management, the Trecento Robotique fund has already gained nearly 11% in seven months. Interviewed by Le Revenu, Christophe Pouchoy, the fund’s manager, talks about its composition and growth prospects. – – Watch the interview in its entirety by following this link. This video is only available in French.…

Profession CGP – “Robotics, a skyrocketing market”

Demographic and environmental shocks, as well as the search for innovation and competitiveness by companies accelerate the development of robotization and artificial intelligence, likely catalysts of the fourth industrial revolution. The robotics market has seen an annual economic growth close to 9% per year thanks to these long-term catalysts […] – Profession CGP magazine took advises from Trecento AM to…

Fortuneo – Carrefour’s market analysis

The stock-exchange road of Carrefour these last years is positive, in particular because of a management which didn’t see the model of the 80s dulling and suffering from the competition of “category killer” (Specialists of a family of product who sell at a low price) […] – Read the stock-exchange analysis of Alice Lhabouz by clicking here. –…

Fortuneo – Valeo’s financial analysis

Valeo is one of the major player in the world of the automotive equipment. The two key pillars of its strategy are the Innovation, including solutions to reduce CO2 emissions, and the development of market shares in emerging countries […] – You will find the financial analysis of Valeo by Alice Lhabouz here. This video is…

Fortuneo – Accor’s stock market analysis

Accor, which most of its activity in Europe, is a cyclical value, closely linked to the economic situation. Should we be concerned, or have confidence in the strategy of top management, which is based on a simplification of the range, an increase in market shares in my emerging countries and a development of the system…

Patrimoine TV – Focus on Trecento Asset Management

Trecento AM is a new asset management company for institutional investors and HNWI. Managed by Alice Lhabouz, the company will start its business with five members and two UCITS IV funds, Trecento European Equities (European equity fund) and Trecento Market Neutral (alternative fund). NExT AM (subsidiary of La Française AM) took over 20 % of Trecento AM’s capital. Explanations with Bogdan…