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ODDO BHF Asset Management SAS
Nicolas Chaput · Asset Manager · Multi-Strategy
ODDO BHF Asset Management SAS is the French asset management division of the ODDO BHF Group, an independent Franco-German financial services group with a history spanning over 170 years. Formed in its current structure through strategic growth and various acquisitions, the firm provides diverse investment solutions across equities, fixed income, asset allocation, and private assets. It manages approximately 63 billion euros in assets for a broad international clientele that includes institutional investors, corporations, and distribution partners. The institution is distinguished by its independent family-owned governance and strong European identity, emphasizing active management and a commitment to long-term value creation. Operating from key investment centers in Paris, Düsseldorf, Frankfurt, and Luxembourg, the firm leverages its local expertise and fundamental research to navigate complex market conditions and meet the specific needs of its global investor base.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +4.2% |
| YTD return | +3.7% |
| Sharpe ratio | 1.83 |
| Win rate | 35% |
| AUM | $1.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.am.oddo-bhf.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| RIO | Rio Tinto ADR | 15.9% | +0.6% |
| GOOGL | Alphabet Inc Class A | 14.4% | -1.1% |
| IPSEY | Ipsen SA ADR | 8.6% | 0.0% |
| DPMAY | Diploma PLC | 5.7% | 0.0% |
| LIVN | LivaNova PLC | 5.4% | -4.2% |
| V | Visa Inc. Class A | 5.1% | -0.1% |
| ASMIY | ASM International NV ADR | 4.9% | +0.0% |
| PUBGY | Publicis Groupe SA | 4.0% | -0.0% |
| AMZN | Amazon.com Inc | 3.9% | -0.4% |
| CNVVY | ConvaTec Group plc ADR | 3.6% | 0.0% |
| AMD | Advanced Micro Devices Inc | 3.2% | +10.1% |
| ASML | ASML Holding NV ADR | 3.2% | -7.9% |
| JPM | JPMorgan Chase & Co | 3.0% | -2.2% |
| THNBY | THNBY | 3.0% | 0.0% |
| STM | STMicroelectronics NV ADR | 2.9% | -4.7% |
| SNOW | Snowflake Inc. | 2.8% | +20.0% |
| SDXAY | Sodexo PK | 2.8% | -0.0% |
| SNN | Smith & Nephew SNATS Inc | 2.6% | -5.0% |
| BESIY | BE Semiconductor Industries NV ADR | 2.6% | 0.0% |
| TSM | Taiwan Semiconductor Manufacturing | 2.4% | -0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | IPSEY | 7.7% → 8.6% |
| Sep 7, 2026 | SELL | ASML | 3.4% → 3.2% |
| Sep 7, 2026 | SELL | TSM | 2.6% → 2.4% |
| Sep 7, 2026 | BUY | ASMIY | 4.3% → 4.9% |
| Sep 7, 2026 | SELL | STM | 2.9% → 2.9% |
Investment Style Analysis
ODDO BHF Asset Management SAS is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $1.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Other Industrial Metals & Mining and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, ODDO BHF Asset Management SAS made a significant move by increasing exposure to IPSEY. 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 an active and long-term investment approach with the primary goal of creating sustainable value for its clients. The firm relies on deep fundamental analysis and a comprehensive understanding of the markets to identify high-quality investment opportunities, particularly within the European landscape. A core pillar of its strategy is the systematic integration of Environmental, Social, and Governance (ESG) criteria into all investment processes, based on the conviction that companies with sustainable practices perform better over the long term. This approach is further reinforced by a policy of active ownership and engagement with portfolio companies to drive positive change and manage risks effectively. The firm's culture of independence and alignment of interests with its investors ensures a focus on transparency, discipline, and the pursuit of risk-adjusted performance across its multi-asset strategies.
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 ODDO BHF Asset Management SAS.
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Frequently asked questions
How is the simulated portfolio for ODDO BHF Asset Management SAS 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 ODDO BHF Asset Management SAS's largest holding?
As of the latest filing, ODDO BHF Asset Management SAS's top position is Rio Tinto ADR (RIO), representing 15.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is ODDO BHF Asset Management SAS's historical performance and risk profile?
Our simulation indicates a total return of +4.2% with a win rate of 35%. Notably, the portfolio maintains a Sharpe Ratio of 1.83, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does ODDO BHF Asset Management SAS primarily invest in?
ODDO BHF Asset Management SAS has a strong preference for the Other Industrial Metals & Mining sector, which makes up 15.9% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is ODDO BHF Asset Management SAS's portfolio concentrated or diversified?
ODDO BHF Asset Management SAS runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has ODDO BHF Asset Management SAS performed in 2026?
Our AI-simulated model portfolio for ODDO BHF Asset Management SAS tracks a Year-to-Date (YTD) return of +3.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Nicolas Chaput manage ODDO BHF Asset Management SAS directly?
Yes, Nicolas Chaput serves as the key portfolio manager for ODDO BHF Asset Management SAS, overseeing the investment strategy and final capital allocation decisions.