Family Value

Family Value is a closed-end fund, focused on long-term investment in French small-cap family businesses.

Cruising on
the long-term

The investment horizon of 7 years
and the stability of the funds’ assets over this
period allow Family Value to:

Invest efficiently in family businesses with illiquid, but high-performing assets.

Reduce the impact of temporary volatility on the markets.

Become a reliable, reference minority shareholder alongside the business leaders in our investment portfolio, to implement the ESG ambition of the funds.

Connecting investors to companies in a tangible way

We aim to enable each of our investors to get to know and understand the companies in which they invest.

Organising events to discover the companies in the portfolio

The Family Value team regularly offers its investors events around the companies in the portfolio in order to create a concrete relationship between the fund’s investors and these companies.

These events take the form of investor days, site visits and meetings with company managers in the various regions where they are located.

These events provide a better understanding of the history of these companies, their business and their know-how.

High-quality quarterly newsletters

Each quarter, Family Value sends its investors a comprehensive update on portfolio companies. This quarterly letter covers the latest financial results of these companies as well as their recent developments.

A focus on one of the holdings also provides an understanding of its history, organisation and prospects.
A precise analysis of the evolution of the market value of the portfolio is also communicated on this occasion.

Our Family Value funds

Family Value I


Family Value I is invested in ~15 listed family businesses, selected by the investment team with a long-term perspective.


This fund is not accepting new subscriptions

Family Value II


Shares of European family companies

Structuring in progress

Reserved for Qualified Investors only

You are considering investing, you have a question.
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