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Kepler Cheuvreux SA
Laurent Quirin · Asset Manager · Multi-Strategy
Kepler Cheuvreux SA is a leading independent European financial services company specializing in research, execution, fixed income and credit, structured solutions, corporate finance, and asset management. Founded in 1997 as Julius Baer Brokerage, the firm underwent a management buyout in 2008 and significantly expanded in 2013 by acquiring Cheuvreux from Crédit Agricole CIB. Headquartered in Paris, it operates a unique multi-local business model with 14 financial centers across Europe, the U.S., and the Middle East. The group is renowned for its extensive equity research coverage, which forms the foundation of its conflict-free advisory and investment services.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.3% |
| YTD return | +17.7% |
| Sharpe ratio | 2.14 |
| Win rate | 52% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.keplercheuvreux.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 8.8% | +16.2% |
| AAPL | Apple Inc | 8.5% | +14.1% |
| GOOGL | Alphabet Inc Class A | 7.5% | +26.2% |
| MSFT | Microsoft Corporation | 6.8% | +0.5% |
| CSCO | Cisco Systems Inc | 5.9% | +49.2% |
| ABBV | AbbVie Inc | 5.9% | +15.6% |
| NTAP | NetApp Inc | 5.5% | +16.0% |
| MU | Micron Technology Inc | 5.1% | +32.5% |
| CAH | Cardinal Health Inc | 4.9% | +27.5% |
| VZ | Verizon Communications Inc | 4.7% | +10.0% |
| LRCX | Lam Research Corp | 4.4% | +18.9% |
| PFE | Pfizer Inc | 4.3% | +10.3% |
| TJX | The TJX Companies Inc | 4.1% | -18.0% |
| KO | The Coca-Cola Company | 3.8% | +17.3% |
| KLAC | KLA-Tencor Corporation | 3.7% | -31.1% |
| CAT | Caterpillar Inc | 3.6% | -0.4% |
| HPQ | HP Inc | 3.2% | +15.8% |
| META | Meta Platforms Inc. | 3.2% | -0.3% |
| GILD | Gilead Sciences Inc | 3.1% | +8.5% |
| MRK | Merck & Company Inc | 3.1% | +8.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | PFE | 4.2% → 4.3% |
| Aug 17, 2026 | SELL | ROST | 3.1% → 0.0% |
| Aug 17, 2026 | BUY | MSFT | 6.8% → 6.8% |
| Aug 17, 2026 | BUY | META | 3.2% → 3.2% |
| Aug 17, 2026 | SELL | CAH | 5.0% → 4.9% |
Investment Style Analysis
Kepler Cheuvreux SA is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Drug Manufacturers - General and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Kepler Cheuvreux SA made a significant move by increasing exposure to PFE. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Kepler Cheuvreux’s investment philosophy is built on research excellence, independence, and proximity to local markets. By maintaining a multi-local presence with analysts stationed across major financial hubs, the firm provides in-depth, fundamental insights that challenge market consensus. Their strategy is strictly objective, as they do not engage in proprietary trading, ensuring that their advice and investment decisions are conflict-free. Furthermore, the firm systematically integrates ESG (Environmental, Social, and Governance) criteria into its investment analysis, reflecting a core commitment to sustainable value creation and long-term risk management.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Kepler Cheuvreux SA.
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Frequently asked questions
How is the simulated portfolio for Kepler Cheuvreux SA constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Kepler Cheuvreux SA's largest holding?
As of the latest filing, Kepler Cheuvreux SA's top position is NVIDIA Corporation (NVDA), representing 8.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Kepler Cheuvreux SA's historical performance and risk profile?
Our simulation indicates a total return of +20.3% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 2.14, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Kepler Cheuvreux SA primarily invest in?
Kepler Cheuvreux SA has a strong preference for the Drug Manufacturers - General sector, which makes up 16.3% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Kepler Cheuvreux SA's portfolio concentrated or diversified?
Kepler Cheuvreux SA runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Kepler Cheuvreux SA performed in 2026?
Our AI-simulated model portfolio for Kepler Cheuvreux SA tracks a Year-to-Date (YTD) return of +17.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Laurent Quirin manage Kepler Cheuvreux SA directly?
Yes, Laurent Quirin serves as the key portfolio manager for Kepler Cheuvreux SA, overseeing the investment strategy and final capital allocation decisions.