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Edmond de Rothschild Asset Management (France)
Christophe Caspar · Asset Manager · Multi-Strategy
Edmond de Rothschild Asset Management (France) is a leading conviction-driven investment house and a key subsidiary of the independent, family-controlled Edmond de Rothschild Group. Established in 1953 by Baron Edmond de Rothschild and headquartered in Paris, the firm operates as an authorized portfolio management company specializing in active management. It offers a broad spectrum of investment solutions across liquid strategies, including equities and fixed income, as well as private markets such as private equity, real estate, and infrastructure debt. The institution is distinguished by its long-term perspective, combining financial performance with a robust commitment to sustainable development and social impact. Serving a global clientele of institutional investors and financial intermediaries, the firm leverages its heritage of financial foresight to navigate complex markets and support the real economy through high-conviction strategies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +29.5% |
| YTD return | +21.1% |
| Sharpe ratio | 3.33 |
| Win rate | 51% |
| AUM | $3.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.edmond-de-rothschild.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 8.4% | +33.9% |
| VEEV | Veeva Systems Inc Class A | 8.4% | +58.2% |
| NVDA | NVIDIA Corporation | 8.2% | +12.9% |
| MSFT | Microsoft Corporation | 7.6% | +5.0% |
| AMZN | Amazon.com Inc | 6.3% | +7.4% |
| AKAM | Akamai Technologies Inc | 5.1% | +25.5% |
| SLB | Schlumberger NV | 5.0% | +48.1% |
| TTE | TotalEnergies SE ADR | 5.0% | +13.8% |
| BAC | Bank of America Corp | 4.9% | +24.1% |
| TSM | Taiwan Semiconductor Manufacturing | 4.7% | +27.6% |
| MTCH | Match Group Inc | 4.5% | +25.8% |
| BRKR | Bruker Corporation | 4.4% | +38.3% |
| CCC | CCC Intelligent Solutions Holdings Inc. | 4.3% | +37.2% |
| ILMN | Illumina Inc | 4.2% | +86.1% |
| NTAP | NetApp Inc | 4.0% | +74.2% |
| ARCAY | Arcadis NV | 3.5% | 0.0% |
| CHKP | Check Point Software Technologies Ltd | 3.0% | -18.9% |
| IQV | IQVIA Holdings Inc | 2.9% | +10.6% |
| BAH | Booz Allen Hamilton Holding | 2.8% | -17.1% |
| GTLB | Gitlab Inc | 2.8% | -5.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | ILMN | 3.7% → 4.2% |
| Sep 7, 2026 | SELL | CCC | 4.2% → 4.3% |
| Sep 7, 2026 | BUY | TSM | 4.7% → 4.7% |
| Sep 7, 2026 | BUY | SLB | 4.8% → 5.0% |
| Sep 7, 2026 | SELL | CHKP | 3.0% → 3.0% |
Investment Style Analysis
Edmond de Rothschild Asset Management (France) is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $3.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Edmond de Rothschild Asset Management (France) made a significant move by increasing exposure to ILMN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy is centered on high-conviction active management, rejecting passive indexing in favor of fundamental, research-driven decision-making. By maintaining strict independence and a long-term horizon, the firm seeks to identify asymmetrical investment opportunities and structural growth drivers across diverse asset classes. A core pillar of their strategy is the systematic integration of Environmental, Social, and Governance (ESG) criteria, reflecting a belief that finance should serve as a catalyst for social and environmental progress. Their protect-and-grow capital mindset emphasizes risk management and sustainability, aiming to deliver enduring value and superior risk-adjusted returns for their clients.
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 Edmond de Rothschild Asset Management (France).
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Frequently asked questions
How is the simulated portfolio for Edmond de Rothschild Asset Management (France) 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 Edmond de Rothschild Asset Management (France)'s largest holding?
As of the latest filing, Edmond de Rothschild Asset Management (France)'s top position is Alphabet Inc Class A (GOOGL), representing 8.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Edmond de Rothschild Asset Management (France)'s historical performance and risk profile?
Our simulation indicates a total return of +29.5% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 3.33, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Edmond de Rothschild Asset Management (France) primarily invest in?
Edmond de Rothschild Asset Management (France) has a strong preference for the Software - Infrastructure sector, which makes up 22.5% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Edmond de Rothschild Asset Management (France)'s portfolio concentrated or diversified?
Edmond de Rothschild Asset Management (France) runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Edmond de Rothschild Asset Management (France) performed in 2026?
Our AI-simulated model portfolio for Edmond de Rothschild Asset Management (France) tracks a Year-to-Date (YTD) return of +21.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Christophe Caspar manage Edmond de Rothschild Asset Management (France) directly?
Yes, Christophe Caspar serves as the key portfolio manager for Edmond de Rothschild Asset Management (France), overseeing the investment strategy and final capital allocation decisions.