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Rothschild & Co Asset Management Europe
Pierre Baudard · Asset Manager · Multi-Strategy
Rothschild & Co Asset Management Europe is the asset management subsidiary of the Rothschild & Co group, a global financial institution with over two centuries of history. Headquartered in Paris and operating across nine European countries, the firm provides bespoke investment solutions to institutional clients, financial intermediaries, and third-party distributors. It specializes in active, conviction-driven management across various asset classes, including European equities, fixed income, and multi-asset portfolios. The institution is characterized by its independent status and focus on long-term performance, leveraging fundamental research and a rigorous risk-management framework. As a key player in the European market, it manages approximately €38 billion in assets and maintains a strong commitment to integrating environmental, social, and governance (ESG) factors into its investment processes to drive sustainable growth.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.5% |
| YTD return | +12.0% |
| Sharpe ratio | 3.09 |
| Win rate | 47% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.am.eu.rothschildandco.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 12.7% | +19.1% |
| GOOGL | Alphabet Inc Class A | 11.7% | +31.1% |
| MSFT | Microsoft Corporation | 8.8% | +4.8% |
| ASML | ASML Holding NV ADR | 8.5% | +45.4% |
| AAPL | Apple Inc | 8.1% | +27.5% |
| AMZN | Amazon.com Inc | 6.3% | +14.0% |
| META | Meta Platforms Inc. | 4.6% | +7.5% |
| AIQUY | Air Liquide SA ADR | 3.7% | +6.8% |
| AVGO | Broadcom Inc | 3.6% | +5.6% |
| TSM | Taiwan Semiconductor Manufacturing | 3.5% | +37.0% |
| TMO | Thermo Fisher Scientific Inc | 3.2% | 0.0% |
| FCX | Freeport-McMoran Copper & Gold Inc | 3.1% | 0.0% |
| LVMUY | LVMH Moet Hennessy Louis Vuitton SA ADR | 3.1% | 0.0% |
| BABA | Alibaba Group Holding Ltd | 3.0% | 0.0% |
| NEM | Newmont Goldcorp Corp | 3.0% | -0.0% |
| JPM | JPMorgan Chase & Co | 2.9% | +13.7% |
| AZN | AstraZeneca PLC | 2.8% | 0.0% |
| AEM | Agnico Eagle Mines Limited | 2.7% | 0.0% |
| MU | Micron Technology Inc | 2.4% | +9.4% |
| UBER | Uber Technologies Inc | 2.3% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | TMO | 0.0% → 3.2% |
| Sep 21, 2026 | BUY | META | 3.5% → 4.6% |
| Sep 21, 2026 | BUY | AEM | 0.0% → 2.7% |
| Sep 21, 2026 | BUY | GOOGL | 10.4% → 11.7% |
| Sep 21, 2026 | BUY | BABA | 0.0% → 3.0% |
Investment Style Analysis
Rothschild & Co Asset Management Europe is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Rothschild & Co Asset Management Europe made a significant move by increasing exposure to TMO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm follows an active, conviction-based investment philosophy defined by the three pillars of conviction, fundamentals, and convexity. This approach focuses on building portfolios that reflect the strongest beliefs of its managers rather than following market consensus. Investment decisions are driven by in-depth quantitative and qualitative research into both financial and ESG dimensions. The firm prioritizes asymmetrical investments where there is significant upside potential relative to limited downside risk. By combining a long-term perspective with high-conviction positions in specific securities and thematic areas, the institution aims to outperform traditional indices while maintaining disciplined risk control across its equity, bond, and diversified 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 Rothschild & Co Asset Management Europe.
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Frequently asked questions
How is the simulated portfolio for Rothschild & Co Asset Management Europe 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 Rothschild & Co Asset Management Europe's largest holding?
As of the latest filing, Rothschild & Co Asset Management Europe's top position is NVIDIA Corporation (NVDA), representing 12.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Rothschild & Co Asset Management Europe's historical performance and risk profile?
Our simulation indicates a total return of +16.5% with a win rate of 47%. Notably, the portfolio maintains a Sharpe Ratio of 3.09, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Rothschild & Co Asset Management Europe primarily invest in?
Rothschild & Co Asset Management Europe has a strong preference for the Semiconductors sector, which makes up 22.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Rothschild & Co Asset Management Europe's portfolio concentrated or diversified?
Rothschild & Co Asset Management Europe runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 33.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Rothschild & Co Asset Management Europe performed in 2026?
Our AI-simulated model portfolio for Rothschild & Co Asset Management Europe tracks a Year-to-Date (YTD) return of +12.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Pierre Baudard manage Rothschild & Co Asset Management Europe directly?
Yes, Pierre Baudard serves as the key portfolio manager for Rothschild & Co Asset Management Europe, overseeing the investment strategy and final capital allocation decisions.