Our vision
Making investment choices requires in-depth analysis of and extensive insight into the economic context and the financial markets to take the right direction and stay on track.
Dorval Asset Management’s approach combines macroeconomic analysis, microeconomic assessment, considerations of valuations and market momentum. Our macroeconomists consistently monitor the latest events as they analyze the economic cycle and set the foundations for our asset allocation, singling out investment themes tailored to the environment. They support portfolio managers-analysts as they seek out strong-performing companies, while this entire process is then rounded out by an analysis of sector trends in tandem with consideration of valuations and technical analysis, thus determining our convictions to build our stock-picking process and develop our portfolio construction.
Solid and ongoing investment processes based on a conviction-driven, active portfolio management approach.
Making investment choices also means looking to the world of the future and supporting the development of meaningful, responsible and sustainable solutions.
Our conviction-led approach involves investing in the real economy – not stock-market indices – as we support and back companies as they grow, while ensuring that all stakeholders can play their part, particularly staff and suppliers. In so doing, Dorval Asset Management takes on board social challenges and sustainable development issues right across every stage in the management process.
Dorval Asset Management is a responsible investor, as we hold ourselves to the highest standards with both our clients and the companies we invest as part of our broader fiduciary duty, making your investment meaningful.
Investing with confidence with Dorval Asset Management at your side
Dorval Asset Management is a subsidiary of Natixis Investment Managers, and houses a 24-strong team of investment management professionals: we offer our clients the expertise and flexibility of an entrepreneurial-driven business, combined with the solid grounding of a leading global name.
Our product and service range has also been designed with a wealth preservation focus in mind:
A management process based on analysis of the global macro-economy to invest in themes deemed to be promising
A flexible exposure to European equities in response to market volatility
A selection of growth stocks in Europe at a reasonable price
offers environmental equity portfolio management to drive companies’ environmental and climate transition
A team of four experts devoted to wealth management and private banking supports our clients and meets their requirements
Our organisation
Dorval AM: a history of people and promises kept
Dorval Asset Management's success is based on the hard work of a team of 24 highly qualified and skilled individuals supporting Louis Bert and Stéphane Furet, the strong duo of director-managers, and Jean-François Baralon, CEO. Our diverse and dynamic team embodies Dorval AM's essential values while cultivating a strong and lasting relationship with its clients.
- Stéphane FuretDeputy Chief Executive Officer and Co-Chief Investment Officer
- François-Xavier ChauchatMember of the Investment Committee, economist and strategist.
- Sophie ChauvellierPortfolio Manager, Economic Research and Asset Allocation
- Gustavo HorensteinPortfolio Manager, Economic Research and Asset Allocation
- Hervé GuezFinancial and non-financial analyst
- Laurent TrulesPortfolio manager – Financial analyst and Responsible Investment Coordinator
- Tristan FavaPortfolio manager – Financial analyst and Responsible Investment Coordinator
Our experts
History and key figures
A one-of-a-kind story
First established in 1993, Dorval Asset Management is a renowned management company specialising in flexible strategies and European equities. We focus particularly on long-term performance. Our team of portfolio managers decodes the underlying trends and adapts its investment processes in order to navigate stock market cycles with confidence while preserving the capital invested.
Key dates in our history:
A one-of-a-kind story
First established in 1993, Dorval Asset Management is a renowned management company specialising in flexible strategies and European equities. We focus particularly on long-term performance. Our team of portfolio managers decodes the underlying trends and adapts its investment processes in order to navigate stock market cycles with confidence while preserving the capital invested.