2025 Marketing & Communication Strategy

EUROPEAN EQUITIES

R-co Core Equity Europe: key selling points to keep in mind

+1,2% 2025 YTD performance

€ 25m Asset under management

51 Holdings

28,7% Non-Eurozone

Key selling points

▪ Positioned to benefit from a rebalancing of performance between Europe and the United States without style bias

▪ Core investment strategy unconstrained by market conditions : Invested in all sectors and in all main European markets)

▪ Bottom-up approach based on fundamental analysis and risk/return analysis

Conviction investing, Characterised by high active share (target > 70%)

▪ Investment discipline : Dynamic management of portfolio weightings to seize market opportunities.

Public

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Source: Rothschild & Co Asset Management – 31/12/2024

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