ad alpha

alphajet-gestion

The value proposition of Alphajet Fair Investors is not to generate extraordinary alpha but to seek to make outperformance ordinary.

AddAlpha's origins lie in Cartesian philosophy. In his book, Discourse of the Method, René Descartes points out two factors that are problematic in the access to knowledge. First, opinion, which is the idea that everyone shares. The idea that has no justification. Second, our very constitution as human beings. Our five senses give us an altered perception of reality.

AddAlpha is a methodical approach that leaves no room for behavioral bias.

Our Check-lists

ESG

01
  • Exclusion Lists
  • Controversy monitoring
  • 3 optional levels of integration
02

Scoring

  • Filter the universe with ~25 key indicators
  • Over 20,000 stocks in the database

Monitoring & Analysis

03
  • Balance sheet strength
  • Variability of profitability
  • Monitoring of certain extra-financial alerts
  • Sector outlook
04

The Buy-list

  • Stocks that pass the 3 checklists and can therefore be included in the portfolio

A discipline born of 60 years of accumulated experience

3 experienced and complementary PMs:


Sébastien Lagarde, CIO

24 years of experience, focus on quant and fundamental


Thierry Le Clercq

21 years of experience, focus on fundamental and quant


Yassine Oussana

19 years of experience, focus on rates (credit) and quant


Clearly defined responsibilities

One LEAD manager per fund for final decision making

The other managers can deputise for the LEAD manager

Close monitoring of our portfolios

1

The monthly Alpha meeting in which the Buy-List is updated for immediate portfolio entries (replacing divestments)

The monthly Beta meeting in which the PMs review risks and summarize the macro context and sectoral dynamics

2
3

Daily monitoring, which is a systematic review of the most significant stock market variations within the portfolios for immediate decision making

We are active towards the companies

alphajet-actifs