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SycoMinute(s) - May 2018 : Strong rebound

18.05.2018
Our Publications
Following two months of contraction, stock markets rallied in April. Concerns over trade tensions between the US and China faded away, so did worries on declining leading indicators in the Eurozone, with the composite PMI stabilizing at a high level this month. The period also saw the euro...
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Improve people’s lives by improving their sight

27.04.2018
In the light of Essilor’s mission “improve people’s lives by improving their sight”, Jayanth Bhuvaraghan, Chief Mission Officer of Essilor International and Chairman of the Essilor Social Impact Fund, lays out how the eyewear manufacturer steers each of its actions in order to achieve it....Lesen

Our Publications

From corporate missions to mission-led companies

26.03.2018
How to define a mission-led company? In our opinion column from our Responsible Way #8, Frédéric Ponchon, Portfolio Manager of the Sycomore Shared Growth fund, explains Sycomore AM's standpoint in regards with the topic and outlines the benefits that companies can reap by including a mission at...Lesen

Our Publications

Mission-led company

07.03.2018
In a quest for sustainable performance, it is now paramount for companies to give meaning to their activities and bring answers to societal challenges. To that extent, corporations endowing a mission with a positive societal reach are on the leading edge. Thus, we have decided to look into the...Lesen

Our Publications

Spotlight on … SAP

22.01.2018
SAP, the world leader in management systems software has become a textbook case thanks to its successful - though admittedly rather late – transition to the Cloud. The attention the company pays to its employees is clearly related. Though still in the very early stages, the Group has also...Lesen

Our Publications

Our compass for navigating the energy and environmental transition

28.12.2017
To navigate through the energy and environmental transition and enjoy its tailwinds, Sycomore AM has implemented its own compass - the Net Environmental Contribution (NEC). It enables us to measure the risk of transition. In order to fully grasp the implications of the NEC, our Responsible Way #7...Lesen

Our Publications

Environmental impact: a new indicator for investors

31.10.2017
Designed by Sycomore AM, the NEC (Net Environmental Contribution) indicator assesses the contribution alignment of a company's overall activities towards energy and ecological transition, and measures the degree to which a business model is aligned with climate change goals. Thanks to a...Lesen

Our Publications

Improving governance practices through an active approach

09.12.2016
Additional equity in terms of compensation or gender parity, even to a broader extent, diversity : these are as many challenges in corporations’ governance that they must tackle today. Also since regulations in France and beyond step into the game. How can this trend have a significant positive...Lesen

Our Publications

Delivering sustainable performance with partnership governance

08.12.2016
Governance covers many different aspects. Considering it paramount, Sycomore AM has devoted this edition of the Responsible Way to the topic. Find out more with the column by Stanislas de Bailliencourt and his perspective from a bond holder’s standpoint. Also, innovation mushrooms in the field....Lesen

Our Publications

Sector rotation: is the recent shift to last?

08.11.2016
October has seen a significant sector rotation, with an outperformance from cyclical stocks vs. underperformance from defensive holdings. In this context, several elements are to be considered: further explanations and details on our position below.Lesen

Our Publications

Calculating ESG impact on beta in the food industry

07.09.2016
In the light of the food industry, how does ESG criteria integration - through thorough SPICE ratings - affect companies' adjusted beta? Answer unveiled in a case study by Sycomore AM from the "2016 PRI's practical guide to ESG integration for equity investing".Lesen

Our Publications

What about Sycomore AM's Environmental Strategy?

29.07.2016
Sycomore AM carries on its environmental strategy, faithfully following a multi-stakes approach in its holdings’ analysis, themselves not only causing pollution but also providing solutions. Let us be your guide towards this approach…Lesen

Our Publications

Focus on the Tarkett group...

05.07.2016
How is the organization of Tarkett managed since the Group went public in 2013? How to foster innovation within the global leader of flooring and sports surface solutions? CEO Michel Giannuzzi and EVP Research, Innovation & Environment Anne-Christine Ayed discuss these topics in our interviews.Lesen

Our Publications

SPICE, or how to overcome paradoxes...

15.06.2016
Combining sustainable performance with respect for each stakeholder of companies we invest in... You are immediately thinking: what a paradoxe ? How to turn these contradictions into strengths - thus deepening our analysis further and further ?Lesen

Our Publications

Bringing back perspective to entrepreneurial companies

13.06.2016
To generate sustainable returns while respecting stakeholders' interests, what challenges investors must overcome? Which conditions are mandatory for responsible investment to prevail? Interview with Genevieve Férone-Creuzet, managing director and co-founder of Casabee.Lesen

Our Publications

SPICE: Sustainable Performance in Challenging Environments

11.05.2016
Through the illustration of Tarkett, find out each of the aspects examined by our SPICE investment methodology in the 2016 first edition of our Responsible Way. Read also the standpoint of Geneviève Férone-Creuzet, CEO and cofounder of Casabee.Lesen

Our Publications

Do markets still make sense?

07.04.2016
If stock markets have shown significant signs of improvement between mid-February and the end of March, some short-term risks remain hard to overcome. Hence, which geographical area will retain investors' eyes? What sectors prove to be attractive? Explanations.Lesen

Our Publications

Sycomore Partners: an unconstrained approach

17.03.2016
In the light of the high volatility of past months, let’s look at Sycomore AM fundamental analysis and the unconstrained approach offered by our flagship fund Sycomore Partners.Lesen

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In a complex market? Be Flex!

18.01.2016
Our flexible funds Sycomore Partners and Sycomore Allocation Patrimoine delivered resilient performances despite volatile market conditions in the first months of year. Our explanations below.Lesen

Our Publications

Happy at Work: Human Capital at the heart of value creation

30.10.2015
Read the column by Bertille Presta, co-manager of the Happy@Work fund, and our interview with Anne-Sophie Godon, Innovation Director, Head of Strategy and Marketing at Malakoff Médéric, in this edition of our Responsible Way dedicated to well-being at work.Lesen