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Presentation

Vestathena: audaciously patient, wisely daring

Vestathena is an asset management company established in France on June 30, 2014 by the Autorité des Marchés Financiers (AMF).

An independent boutique, Vestathena benefits from an institutional minority shareholder notable in the French market: Groupe Monceau Assurances.

Groupe Monceau Assurances is a widely diversified mutual insurance group whose members offer individuals and professionals a wide range of contracts in all areas of insurance: life insurance, health insurance, and reinsurance.

Vestathena focuses on its know-how:

Stock picking with a European view on long-term investment and thus offering specific expertise across 6 open-end funds:

  • DENIM : Euro Zone equity fund invested in all-size caps and offering a balanced approach
  • ANTHRACITE : European equity fund specialized in small and mid-caps
  • HANSEATIQUE : equity fund investing in Northern European all-size caps
  • AMBRE : international equity fund specializing in companies whose main activity is related to the exploitation of gold and precious metals.
  • AMATERRA : Euro Zone equity fund investing all-size caps of agro-food companies and its ecosystem
  • ENERGIE 2025 : international equity fund specializing in companies whose business is related to the energy sector (oil, gas, renewable energies and energy efficiency)

Most of the funds have consistent track records and are managed by skilled professionals.

We manage actively, based on our in-depth knowledge of businesses (products, organization, strategy, governance, management, etc.) and study of their valuation, without any reference to indices, the latest fashion, and fads.

Using proprietary analysis, we aim to contribute to natural business growth, meet specific customer needs, and propose appropriate and relevant solutions.

Vestathena also has a regulatory agreement to manage Alternative Investment Funds (AIFs). These dedicated funds allow the definition of more flexible portfolios fully adapted to customers’ needs.

Vestathena works with professional investors, mainly in France, and plans to market its funds abroad.

© Vestathena 2016