R-co Valor, a convictions story since 1994

For 30 years, R-co Valor freed from style bias and trends to offer a truly conviction-based management style, characterised by strong investment decisions within the main geographical areas. Throughout its history, the investment teams have demonstrated their flexibility and responsiveness, enabling them to successfully navigate extremely varied market environments.

One of the cornerstones of R-co Valor is the ability to invest in all asset classes and geographical areas with no benchmark. The fund offers exposure to global investment themes of today and tomorrow, through conviction-based management focused on a selection of companies with value-creation potential. It thus combines tradition and modernity in its investments, through established companies as well as innovative and disruptive business models.

Conviction-based management relies above all on the skills of men and women. R-co Valor is managed by a team of eight professionals with complementary backgrounds and expertise. Through daily exchanges and fluid, constructive interactions, they ensure that everyone has a strong fundamental conviction about all the choices made within the portfolio. The trust and proximity of this team also ensures a short decision-making circuit and a high level of responsiveness in investment decisions.

With an annualised performance of 10.7% since inception and more than €4.6 billion in assets under management, R-co Valor has become a flagship fund in our range and a genuine franchise for Rothschild & Co Asset Management across Europe. Its investment style and DNA, which have been preserved over the years as the management team has evolved, have enabled it to increase its assets under management tenfold since 2013. As of 2015, new strategies have also been developed, inheriting its DNA, in order to broaden our offering by building on this historic expertise of our House.

To discover or rediscover 30 years of passion for the financial markets