FLINVEST/PREVAL PADLET by https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o Conçu avec l'esprit ouvert en-us 2019-11-12 14:59:11 UTC 2025-05-11 18:19:06 UTC hello@padlet.com https://padlet.net/icons/png/1f911.png Definition of the market : juliette_flecchia_2018 https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409992519 PREVAL is an independent management company, led by entrepreneurial investors passionate and sharing the same concerns as our customers.
Our interests are aligned with those of our clients: the founders and employees have chosen to invest a significant portion of their savings in managed funds.
Sectors :
Asset management
Size of the company : 11-50 employees.
Type : Society of persons (associate)
Founded in 2003
Year 2011 : achieved sales revenue of 10 302 800, 00 euros.
Share capital : 1 000 000, 00 euros.
Specializations : Stock-picking, discretionary mandates, diversified management, contrarian management.


]]> 2019-11-12 14:59:27 UTC https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409992519 Dominant economic features juliette_flecchia_2018 https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409992810 WORLD WINNERS- Reporting Mensuel.
World Winners chose European values such as KoneCranes (n°1 in industrial cranes, Finland, 3.1m euros of capitalisation) which was one of the principal fund contributors during April with a performance of +15.7% after that the society reported a sharp increase in new orders, up 11.8% in Q1.

Strenghts and weaknesses SWOT (following in title section market space)
Strenghts: Best Citywire manager in its Equity Europe category, it is looking for the right timing to buy leading companies in their business, protected by strong barriers, victims of a cycle effect or fashion, but with a potential for growth intact.

Weaknesses: please note that Preval (Luxembourg) and Flinvest (France) have merged as of April 1,2019 --> loss of clients as there was a gap between closure and re-opening.
Entrepreneurs do a risky job as the stock exchange keeps on changing. (bad stock exchange, most likely to have bad results)]]> 2019-11-12 14:59:45 UTC https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409992810 Competitor analysis juliette_flecchia_2018 https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409993427 Basically any asset management companies, quite fair as the stock exchange keeps on changing, they therefore need to evaluate and guess, and the company who does it best succeeds the most.
Example of competitors:
Carmignac gestion -He won a 19/20 in the Challenges-Citywire ranking, with a performance of 80%. Over twenty years, it is up 447%. As for its international equity fund, Carmignac Investissement, it is growing by 615% since 1989. Last year, Carmignac changed dimension for good, the outstanding under management from 12.6 to 33 billion euros
Dmitry Solomakhin -Fidelity FAST Global A-ACC-USD
10% quarterly annual performance.
Neuflize Private Assets-
Prigest- 75% invested in international equities


]]> 2019-11-12 15:00:30 UTC https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409993427 Market space juliette_flecchia_2018 https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409993584 Opportunities:
The fund ranks in the first decile of its Bloomberg category since the beginning of the year and since its launch.
With the victory of Emmanuel Macron, the political risk premium will disappear over the weeks and allow the European markets to continue catching up with US markets.

Threats:
The upside potential of European equities still seems important to us as many investors are still absent from this market. The cyclical improvement, the weakness of the euro, good corporate results and hopes for reform are important supports for a market with reasonable valuations, hence our overexposure to this area (42%). asset).

Picture down below- opportunity]]> 2019-11-12 15:00:42 UTC https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409993584 Consumer trends juliette_flecchia_2018 https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409994204 - Convenience and sustainability.
- Aim to accompany investors when they do not have the time and / or knowledge to make decisions. Its role is to grow their financial investments according to their sensitivity to risk.
- The objective to be achieved
- The investment horizon
- The risks that we are ready to take and therefore its expectation of return (knowing its investor temperament)
- The amount of savings that will be invested, and thus immobilized some time.]]> 2019-11-12 15:01:38 UTC https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409994204 Market size, growth rate and profitability juliette_flecchia_2018 https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409994364 World Winners is composed of 40 values, all of which have a high potential for revaluation. At a time when most investments no longer offer returns, you must invest in stocks while remaining selective. The stock selection, should be the main driver of performance in contrast to recent years where massive liquidity injections by major central banks favored indexing. Moreover, the value management, of which we are specialists. regains its nobility and the cycle is just beginning. This is the reason for which we are very optimistic about the potential of World Winners.

Wolrd Winners is invested in about 50 international companies, leaders in their markets, purchased in a contrarian way.]]> 2019-11-12 15:01:50 UTC https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409994364 KSF (competitive success) juliette_flecchia_2018 https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409994746 - high capital investment

WORLD WINNERS Progress of 2.2% with a light withdrawal of -0.3% for benchmark.
Since the beginning of the year, funds superform of more than 600 pbs with a performance of 11.3% against 5.2% for the MSCI World AC in euros.

According to Bloomberg PESTLE :
Preval funds SICAV-World Winners-
122.0200 EUR.    -1.0900.  -0.89%.   
52 week range : 102.9000 - 128.1200
Geographic focus : global
Prev close: 123.1100

]]> 2019-11-12 15:02:24 UTC https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/409994746 juliette_flecchia_2018 https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/423656447 2019-12-13 03:45:20 UTC https://padlet.com/juliette_flecchia_2018/eoywsfak2r1o/wish/423656447