30 years of independence, with a different perspective on investment
An independent management fund, specialized in investment in listed small cap.
Small is powerful
French and European small-cap1
A human-sized management fund2
Our investment methodology3
Small- and medium-sized listed companies are a profitable asset class, with a higher-than-average profitability, growth, and investment rate.
Most of them are family businesses, managed with a long-term view. Their agility, resilience and alignment contribute to their performance.
Our human-sized management fund is independent and easy to reach, guaranteeing ties-free decision-making, agile management and an aligned methodology.
We make sure we are easy to reach and open to dialogue with our partners, investors and business leaders to enhance our expertise day after day.
Indépendance AM relies on 30-years experience, numerous annual meetings with business leaders and on Quality Value: our unique, thorough, long-proven methodology.
Quality Value is based on investment in European listed small-cap companies, that are developing profitably (Quality) with a low valuation (Value).
The businesses we invest in have a long-term view, combining profitable development and values. We look up to these principles and we share them.
The same values guide us everyday within our company, through the implementation of our Responsible Investment Policy.
We follow our judgment,
free from current trends.
This is our greatest certainty, and our greatest strength.”
Small Is Powerful
Meet our team
We are a small team, and always easy to reach. We are experts in small-cap stocks, passionate about the companies we invest in.
Charles de Sivry
Our investment expertise in small-cap stocks is dedicated to 3 funds:
Expansion – France
Expansion – Europe
2021 – 2028