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Mirova Société Anonyme
Philippe Zaouati · Asset Manager · Multi-Strategy
Mirova is a leading French asset management firm entirely dedicated to sustainable and impact investing. An affiliate of Natixis Investment Managers, Mirova was established in 2012 as a division within Natixis and became a separate entity in 2014. Headquartered in Paris, the firm is a certified B Corp and a recognized pioneer in green finance, managing a diverse range of strategies across listed equities, fixed income, energy transition infrastructure, and natural capital. Mirova is committed to directing capital toward the transition to a sustainable economy by integrating environmental, social, and governance criteria into all investment decisions. In early 2026, the firm further expanded its expertise through a strategic merger with Thematics Asset Management.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.7% |
| YTD return | +11.1% |
| Sharpe ratio | 3.76 |
| Win rate | 37% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.mirova.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ASML | ASML Holding NV ADR | 16.0% | +67.0% |
| AIQUY | Air Liquide SA ADR | 9.8% | +9.5% |
| EDPFY | EDP Energias de Portugal SA ADR | 7.0% | +0.0% |
| AZN | AstraZeneca PLC | 6.7% | -4.9% |
| SIEGY | Siemens AG ADR | 6.1% | +9.0% |
| VEOEY | Veolia Environnement SA ADR | 5.5% | -0.0% |
| DTEGY | Deutsche Telekom AG ADR | 4.8% | 0.0% |
| CRZBY | Commerzbank AG PK | 4.7% | 0.0% |
| LRLCY | L’Oreal Co ADR | 4.5% | 0.0% |
| IBDRY | Iberdrola SA | 4.2% | 0.0% |
| SAN | Banco Santander SA ADR | 4.1% | +1.9% |
| LVMUY | LVMH Moet Hennessy Louis Vuitton SA ADR | 4.0% | -0.0% |
| NVZMY | Novozymes AS | 3.8% | 0.0% |
| SAP | SAP SE ADR | 3.4% | -9.7% |
| IFNNY | Infineon Technologies AG ADR | 3.3% | 0.0% |
| NHYDY | Norsk Hydro ASA ADR | 2.8% | +0.0% |
| STM | STMicroelectronics NV ADR | 2.6% | +39.3% |
| HLN | Haleon plc | 2.6% | -4.8% |
| SW | Smurfit WestRock plc | 2.3% | +8.8% |
| KNRRY | Knorr-Bremse Aktiengesellschaft | 2.2% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | RELX | 4.6% → 0.0% |
| Aug 31, 2026 | BUY | AIQUY | 8.6% → 9.8% |
| Aug 31, 2026 | BUY | LRLCY | 2.4% → 4.5% |
| Aug 31, 2026 | BUY | EDPFY | 6.3% → 7.0% |
| Aug 31, 2026 | BUY | AZN | 6.8% → 6.7% |
Investment Style Analysis
Mirova Société Anonyme is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductor Equipment & Materials and Specialty Chemicals sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Mirova Société Anonyme made a significant move by reducing the position in RELX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Mirova’s investment philosophy is based on the conviction that financial performance and positive environmental and social impact are intrinsically linked. The firm follows a thematic, high-conviction approach, identifying companies and projects that provide solutions to major global challenges such as climate change, resource preservation, and social inequality. By focusing on long-term value creation rather than short-term market trends, Mirova employs rigorous extra-financial research alongside traditional financial analysis. This holistic approach aims to accelerate the transition to a more sustainable model while delivering competitive returns for investors through active engagement and innovative product development across both public and private markets.
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 Mirova Société Anonyme.
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Frequently asked questions
How is the simulated portfolio for Mirova Société Anonyme 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 Mirova Société Anonyme's largest holding?
As of the latest filing, Mirova Société Anonyme's top position is ASML Holding NV ADR (ASML), representing 16.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Mirova Société Anonyme's historical performance and risk profile?
Our simulation indicates a total return of +10.7% with a win rate of 37%. Notably, the portfolio maintains a Sharpe Ratio of 3.76, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Mirova Société Anonyme primarily invest in?
Mirova Société Anonyme has a strong preference for the Semiconductor Equipment & Materials sector, which makes up 16.0% of their disclosed assets. The portfolio also has exposure to Specialty Chemicals, indicating a specific thematic focus.
Is Mirova Société Anonyme's portfolio concentrated or diversified?
Mirova Société Anonyme runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 32.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Mirova Société Anonyme performed in 2026?
Our AI-simulated model portfolio for Mirova Société Anonyme tracks a Year-to-Date (YTD) return of +11.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Philippe Zaouati manage Mirova Société Anonyme directly?
Yes, Philippe Zaouati serves as the key portfolio manager for Mirova Société Anonyme, overseeing the investment strategy and final capital allocation decisions.