European Compounders

A Luxembourg SICAV that we have managed since its inception in 2005, European Compounders is invested in a limited number of European companies which dominate their industries globally, and have opportunities to reinvest their capital in order to generate high levels of cash flows over a long period. European Compounders has one of the most consistent track-records in its category over a full investment cycle.


We exclusively look for situations where the increase in future cash flows of the companies in which we invest is underestimated by the market. These companies must dominate a global industry, be particularly profitable, and benefit from numerous reinvestment opportunities. They mainly come from the Consumer, Industrial, and Services sectors.



The integration of Environmental, Social and Governance (ESG) factors in our extra-financial analysis supports our investment process. We believe that the sustainability of a company’s competitive advantage is linked to the proper management of these factors. Focus AM follows a Responsible Investment Policy (SRI) and has adhered to the Principles for Responsible Investment (PRI) since 2017.
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