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  • Introduction

    Zadig’s rational and cautious approach to investment pays tribute to its namesake from the protagonist of the novel with the same name written by the French Enlightenment philosopher Voltaire.

    Voltaire took great pride in judging people by the questions they ask rather than by their answers. As curious stock pickers, a major part of our job is asking questions, testing hypotheses and challenging the status quo. “What is the company’s fundamental reason for being?” is the first and most important question we ask and the starting point of our due diligence process when assessing a potential investment.

    Through its day to day activities, a company must demonstrate that it creates value for all of its stakeholders and not just its shareholders for us to consider an investment.

    "Judge a man by his questions rather than his answers."

    Voltaire

    ESG and Sustainability

    Corporate governance is a key focus of our investing process.

    Understanding voting rights, the poles of decision making power, structure of the board and the safeguards to protect minority shareholders have been points on our due diligence checklist years before becoming popular in the ESG framework.

    On top of this Zadig has started to integrate Environmental and Social factors in its research process, which we would describe as including risks and opportunities linked to environmental and social matters in our valuations and our investment cases.

    Our Socially Responsible Investing process specific to European SRI strategy and particularly the Oyster Sustainable Europe fund goes a step further and focuses on companies actively addressing UN SDGs.

    We are advocate of reasonable transparency, and when we feel companies could do more, we encourage them to improve their disclosure on ESG and Sustainability issues.

    Engagement and Voting

    While we acknowledge that Zadig is not as large as other players in the industry, history shows us that the concentration of our portfolios is a strength for active engagement with the management of companies, in particular those in the portfolio.

    Indeed, while management of companies appreciate large investors matter due to their size, they also value the trust we placed in them by investing a large part of our clients’ assets in their company, an act of support that generally triggers a positive and constructive discussion including regarding the most sensitive financial and extra-financial matters.

    Before every AGMs of companies in our portfolio, our research and investment team analyses resolutions one by one and exercise our voting right in the best interest of the funds’ shareholders and clients.

    Our research and investment team frequently meets with management of companies in the portfolio or potential candidates for the portfolios. We exercise our voting right in the best interest of funds’ shareholders and clients.
    Download our detailed policies that describe our tried and tested approach to ESG, Sustainability, Engagement and Voting.
    Reports are available as part of the reporting of each strategies.
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    Notice – Legal information – Europe

    The information contained on this site is not in any way intended for those people who come under a jurisdiction where, due to their nationality, their place of residence or for any other reason, publication or access to this information is legally prohibited.

    For any information about the countries where the funds are registered, it is up to those people accessing the information provided by Zadig Asset Management S.A. on this site to refer to the most recent prospectuses, which are also accessible on this site.

    The information published on this site does not constitute a request, offer or recommendation to buy or sell the financial instruments mentioned on this site. Nor does it constitute an invitation to enter into any other type of transaction. It cannot be regarded as investment advice.

    This site provides information only. Any decision to invest must be made after reading the most recent prospectuses and financial information thoroughly.

    Potential investors are asked to find out from their professional advisers about the content of the laws and regulations which apply to them as regards subscriptions, purchases or sales of financial instruments. It is up to users to use their critical judgment as to how to use the information in the light of their personal situations, being aware that any investment in financial instruments is risky.

    We cannot be held liable for the accuracy, precision or truthfulness of the information accessible on or from this site, including linked sites.

    Past performance is not a guarantee of future performance. The value of investments can go down as well as up. As a general rule, the performance figures accessible are shown before management fees.

    Under no circumstance can Zadig Asset Management S.A. be held liable for any direct or indirect damage whatsoever arising from the use of or inability to use the data shown on this site.

    The information on this site may only be used for personal and non-commercial purposes. It may only be distributed in its entirety or in part following written permission from Zadig Asset Management S.A..

    Do you agree to these conditions?

    Notice – Legal information – United States

    The information contained on this site is not in any way intended for those people who come under a jurisdiction where, due to their nationality, their place of residence or for any other reason, publication or access to this information is legally prohibited.

    For any information about the countries where the funds are registered, it is up to those people accessing the information provided by Zadig Asset Management S.A. on this site to refer to the most recent prospectuses, which are also accessible on this site.

    The information published on this site does not constitute a request, offer or recommendation to buy or sell the financial instruments mentioned on this site. Nor does it constitute an invitation to enter into any other type of transaction. It cannot be regarded as investment advice.

    This site provides information only. Any decision to invest must be made after reading the most recent prospectuses and financial information thoroughly.

    Potential investors are asked to find out from their professional advisers about the content of the laws and regulations which apply to them as regards subscriptions, purchases or sales of financial instruments. It is up to users to use their critical judgment as to how to use the information in the light of their personal situations, being aware that any investment in financial instruments is risky.

    We cannot be held liable for the accuracy, precision or truthfulness of the information accessible on or from this site, including linked sites.

    Past performance is not a guarantee of future performance. The value of investments can go down as well as up. As a general rule, the performance figures accessible are shown before management fees.

    Under no circumstance can Zadig Asset Management S.A. be held liable for any direct or indirect damage whatsoever arising from the use of or inability to use the data shown on this site.

    The information on this site may only be used for personal and non-commercial purposes. It may only be distributed in its entirety or in part following written permission from Zadig Asset Management S.A..

    Do you agree to these conditions?

    Notice – Legal information – Others

    The information contained on this site is not in any way intended for those people who come under a jurisdiction where, due to their nationality, their place of residence or for any other reason, publication or access to this information is legally prohibited.

    For any information about the countries where the funds are registered, it is up to those people accessing the information provided by Zadig Asset Management S.A. on this site to refer to the most recent prospectuses, which are also accessible on this site.

    The information published on this site does not constitute a request, offer or recommendation to buy or sell the financial instruments mentioned on this site. Nor does it constitute an invitation to enter into any other type of transaction. It cannot be regarded as investment advice.

    This site provides information only. Any decision to invest must be made after reading the most recent prospectuses and financial information thoroughly.

    Potential investors are asked to find out from their professional advisers about the content of the laws and regulations which apply to them as regards subscriptions, purchases or sales of financial instruments. It is up to users to use their critical judgment as to how to use the information in the light of their personal situations, being aware that any investment in financial instruments is risky.

    We cannot be held liable for the accuracy, precision or truthfulness of the information accessible on or from this site, including linked sites.

    Past performance is not a guarantee of future performance. The value of investments can go down as well as up. As a general rule, the performance figures accessible are shown before management fees.

    Under no circumstance can Zadig Asset Management S.A. be held liable for any direct or indirect damage whatsoever arising from the use of or inability to use the data shown on this site.

    The information on this site may only be used for personal and non-commercial purposes. It may only be distributed in its entirety or in part following written permission from Zadig Asset Management S.A..

    Do you agree to these conditions?