Covid-19: Strategy update on Fixed Income

Guy Wagner présente le fonds FFG Global Flexible Sustainable qui résulte d’un partenariat entre deux entités : Funds For Goods S.A. (FFG) qui agit en tant qu’initiateur / coordinateur de distribution de la stratégie et BLI – Banque de Luxembourg Investments S.A. (BLI) qui agit en tant que gérant de portefeuille.

La gestion financière du fonds est calquée sur celle opérée au sein de notre fonds BL-Global Flexible EUR à savoir l’allocation flexible entre des classes d’actifs généralement négativement corrélées qui tendent à bien se comporter dans des environnements de marché différents. Une politique ESG spécifique est également mise en place Par ailleurs, au travers de la Fondation Funds for Good, Funds for Good s’engage à utilisant au minimum 10% des revenus générés à la lutte contre la précarisation au travers l’allocation de prêts d’honneur à des personnes sans emploi porteuses d’un projet entrepreneurial durable.

Joël Reuland présente son fonds qui est géré au travers d’une stratégie bottom-up, de conviction et orientée vers le long terme visant à investir dans des entreprises de qualité dotées d’un avantage compétitif fort et tangible, de solides perspectives de croissance tout en présentant un profil ESG supérieur à la moyenne et des valorisations attractives.

La solidité de l’approche implémentée a été récemment confirmée par l’obtention des labels Luxflag au Luxembourg et ISR en France.

Watch our upcoming LIVE-Webinar with Marc Erpelding, presenting an update of his fund BL Emerging Markets.

The Fund is a flexible equity strategy that may invest between 60% and 100% in equities from global emerging markets. Allocation to equity is function of the availability of attractively valued quality businesses. The balance is held in cash and emerging markets government bonds.
The stock selection is done through BLI’s long-term and conviction-based investment approach “Business-Like Investing”.

Watch our upcoming LIVE-Webinar with Steve Glod, presenting an update of his fund BL Equities Japan.

The Fund invests actively in a selection of Japanese companies selected through BLI’s long-term and conviction-based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.

Watch our upcoming LIVE-Webinar with Tom MICHELS, presenting his fund BL European Smaller Companies.

The Fund provides exposure to the dynamic market segment of European small- and mid-cap companies while relying on BLI’s long-term and conviction based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.

Watch our upcoming LIVE-Webinar with Ivan Bouillot, presenting an update of his fund BL European Family Businesses.

Through a long-term and benchmark agnostic perspective, Ivan Bouillot targets European companies with a strong family foothold benefiting from high quality features and sustainable competitive advantage(s).

BL Equities Dividend differentiates itself as its primary focus is not to simply get exposure to high-dividend paying companies but first to look for high-quality companies whose business model is strong, understandable and sustained by tangible competitive advantages. Only then, does it select those that are paying attractive, sustainable and growing dividends.

Watch our upcoming LIVE-Webinar with Luc Bauler, presenting his fund BL Equities America.

The Fund invests actively in a selection of US large cap companies selected through BLI’s long-term and conviction-based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.

Watch our upcoming LIVE-Webinar with Henrik Blohm, presenting a strategy update of his fund BL American Smaller Companies.

The Fund provides exposure to the dynamic market segment of US small- and mid-cap companies while relying on BLI’s long-term and conviction based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.

Durant cette conférence, Jean-Philippe Donge présentera le Fonds BL Bond Emerging Markets Dollar. Ce fonds obligataire investit sur l’ensemble de l’univers émergent en dollar (obligations souveraines et d’entreprise). La stratégie est axée sur les principes de durabilité en combinant 2 approches : optimisation ESG de la poche d’obligations souveraines et gestion d’impact (impact liquide via green bonds et impact alternatif via la microfinance).
L’approche implémentée, fidèle à l’ADN de BLI qui met l’accent sur la réduction du risque de baisse, est relativement conservatrice.
Un focus sera fait sur la manière dont l’équipe de gestion intègre les ODD à son processus d’investissement.

BLI est heureux de vous convier à sa conference téléphonique en Français sur son fonds phare BL Global Flexible EUR.

Durant cette conférence, après un bref rappel des principaux principes qui guident son approche d’investissement, le gérant fera un point sur sa stratégie en termes de performances, de changements dans le portefeuille et de positionnement.

La présentation se fera en français, un résumé sera publié en français ainsi qu’en anglais.

Watch our upcoming LIVE-Webinar with Guy Wagner, presenting an update of his fund BL Global Flexible.

The Fund aims to generate attractive long-term real returns through a flexible asset allocation by combining asset classes (equities, fixed income, gold and cash) that tend to be negatively correlated that do well in different economic environments.

Watch our upcoming LIVE-Webinar with Ivan Bouillot, presenting an update of his fund BL Equities Europe.

The Fund invests actively in a selection of European companies selected through BLI’s long-term and conviction-based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.

BLI est heureux de vous convier à la conférence téléphonique de son CIO et gérant Guy Wagner. Durant cette présentation, Guy Wagner abordera ses perspectives pour cette fin d’année, il fera également un point sur la gestion du fonds phare BL Global Flexible EUR, notamment en termes de performances, de positionnement et de changements dans le portefeuille.

Short presentation of BLI's methodology to monitor the sustainability characteristics of emerging countries.

BL-Equities Dividend differentiates itself as its primary focus is not to simply get exposure to high-dividend paying companies but first to look for high-quality companies whose business model is strong, understandable and sustained by tangible competitive advantages. Only then, does it select those that are paying attractive, sustainable and growing dividends.

Watch our upcoming LIVE-Webinar with Luc Bauler, presenting his fund BL Equities America.

The Fund invests actively in a selection of US large cap companies selected through BLI’s long-term and conviction-based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.

Watch our upcoming LIVE-Webinar with Henrik Blohm, presenting a strategy update of his fund BL American Smaller Companies.

The Fund provides exposure to the dynamic market segment of US small- and mid-cap companies while relying on BLI’s long-term and conviction based investment approach “Business-Like Investing” that favours quality companies benefiting from strong and sustainable competitive advantage(s), and from a solid free cash flow generation potential while trading at a reasonable valuation.

Guy Wagner présente le fonds FFG Global Flexible Sustainable qui résulte d’un partenariat entre deux entités : Funds For Goods S.A. (FFG) qui agit en tant qu’initiateur / coordinateur de distribution de la stratégie et BLI – Banque de Luxembourg Investments S.A. (BLI) qui agit en tant que gérant de portefeuille.
La gestion financière du fonds est calquée sur celle opérée au sein de notre fonds BL-Global Flexible EUR à savoir l’allocation flexible entre des classes d’actifs généralement négativement corrélées qui tendent à bien se comporter dans des environnements de marché différents. Une politique ESG spécifique est également mise en place Par ailleurs, au travers de la Fondation Funds for Good, Funds for Good s’engage à utilisant au minimum 10% des revenus générés à la lutte contre la précarisation au travers l’allocation de prêts d’honneur à des personnes sans emploi porteuses d’un projet entrepreneurial durable.