OUR FOCUS
CAPITAL MANAGEMENT

Since 2005, our goal has been to grow your capital over the long-term. We have a strong affinity with a limited number of business models and sectors. We are only interested in quality, public companies that create long-term value. We invest significantly only when such companies are markedly mispriced by the market. We have the discipline to reject opportunities as long as they do not meet our value creation objectives.

LONG TERM
IN THE LONG RUN YOU OWN
A BUSINESS, NOT A STOCK

We are only interested in companies that dominate a global industry or hold unique assets. They must also be able to reinvest their cash flows at high rates of return. A business-owner approach and a long-term industrial vision of the sectors in which we invest are at the heart of our strategy.

CONTRARIAN
IDENTIFYING AN EXCEPTIONAL COMPANY IS NOT ENOUGH
TO MAKE A GOOD INVESTMENT

An exceptional company is often recognized as such and its long-term cash flows correctly assessed by the majority of investors. In order to achieve our value creation objectives, we exclusively look for situations where the progression of a company's future cash flows is underestimated by the market.

FUNDAMENTAL
PROPRIETARY ANALYSIS 

Our investments are the result of a proprietary process and research. Our fundamental approach involves analytical frameworks related to industry structures and the competitive environment of our companies on a global scale. Our team has industrial and financial experience in the industries and sectors in which we consider an investment.

MANAGEMENT COMPANY
FOCUS AM

Focus AM is an independent, employee-owned investment firm based in Paris, France. It was founded to manage long-only public equity investment vehicles for a select number of European Industrial Families, and has since opened to institutional investors and family offices. Founded by Frederic Motte and Jerome Archambeaud, Focus AM is authorized by the French stock exchange regulatory authority (AMF) under N° GP-11000025.

MANAGING PARTNERS

Frederic Motte

Frederic Motte

Frederic Motte began his career in 1993 at Merrill Lynch, where he specialized for more than 10 years in the active management of concentrated portfolios invested in European and US equities.
Frederic has forged Focus AM’s investment strategy, based on proprietary, fundamental analysis and long-term investments in companies dominating a global industry when they are mispriced.
Frederic holds a BA in economics from the Institut Supérieur de Gestion in Paris and is also certified Series 7 by the National Association of Securities Dealers and Series 3 by the National Futures Association in New York.

Jerome Archambeaud

Jerome Archambeaud

After starting his career at Nestlé in Brazil, Jerome Archambeaud held various strategy and business development positions at Walt Disney and Skype, where he was the General Manager for France and Belgium.
Since 2008, Jerome has reinforced Focus AM's fundamental approach by developing analytical frameworks as well as a long-term industrial vision of the sectors in which we invest.
Jerome holds an MBA from the Harvard Business School and a BA in economics from the Fundação Armando Alvares Penteado (FAAP) in São Paulo, Brazil.

Clothilde Méallonnier

Clothilde Méallonnier

General Secretary
Clothilde Méallonnier began her career in 2007 at IT Asset Management where she held various positions within the administrative team and middle office support.
Clothilde joined Focus AM in 2011 to manage regulatory controls and compliance of Focus AM’s funds, and coordinate the management company’s partners and the proper execution of their missions.
Clothilde holds a double Master degree in International Business from the University of Sherbrooke - Quebec and ESCEM Poitiers, as well as a European Economics Master from the University of Lille I.

Recent documents

June 2020 - European Compounders

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