The financial-economic pillar
Fund manager Cadelam carefully monitors global market opportunities. Their starting point is a thorough analysis of the economic situation. Next, they identify the themes that will define the future (technological innovation, ageing, energy transition, etc.).
Cadelam then determines which sectors and companies offer convincing solutions to these long-term themes, supported by financial data and criteria such as innovation strategy.
In doing so, they closely monitor the composition and returns and are strongly committed to optimising portfolio diversification in terms of asset class, region, theme and sector.
The ESG pillar
Delen strongly believes in the added value of responsible investing. Fund manager Cadelam invariably considers ESG (Environmental, Social and Governance) factors in every investment decision.
Ideally, we steer positively towards sustainability by engaging in dialogue with the companies we invest in. In addition, exclusion of unsustainable companies is an inescapable part of a strong ESG policy.
In line with our responsible investment policy and long-term vision, we invariably apply our responsible investment strategy when constructing your portfolio.
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