Convictions Range in 5 Points
Presented by Alexandre Menendez, Head of Client Portfolio Management
Hello everyone. Today, I’m pleased to present our equity fund range, CM-AM Convictions, summarized in 5 key points.
The Convictions Range:
CM-AM Convictions Euro & CM-AM Convictions USA
The range includes 4 funds, with the two main ones being:
• CM-AM Convictions Euro
• CM-AM Convictions USA
Their goal is to outperform their benchmarks (Euro Stoxx & S&P 500) regardless of market conditions.
SFDR classification does not guarantee fund performance.
1. A Quality and Growth Bias
Active management focusing on companies with profitable models, strong cash flows and solid management teams.
Past performance does not guarantee future results.
2. A Proven Investment Process
Two proprietary tools:
• Radar Tool
• Valuation Tool (DCF model)
3. Agile Management
Flexible framework enabling adaptation to all market cycles.
4. A Team Deemed Solid
Experienced, stable, reinforced team since 2021.
5. An Alternative to Passive Management
Nearly 20 years of performance history supporting the strategy.
SFDR classification does not guarantee fund performance.
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Thank you for listening!
Contact us for more information.
Driving potential performance
with managed volatility.
The CM–AM Convictions range includes four funds led by two flagship strategies:
- CM–AM Convictions Euro (which invests in European companies)
- CM–AM Convictions USA (which focuses on their US counterparts)
Objective:
Outperform their respective benchmarks (Euro Stoxx and S&P 500) regardless of market cycles and conditions.
Why choose CM-AM convictions?
“Built on active management and strong convictions, these strategies apply a quality and growth bias, targeting companies with profitable business models, robust cash flows, and efficient management teams. This disciplined approach has enabled the range to capture potential long-term value creation while resilience during periods of market stress, offering a potential alternative to passive management.”
CIO & Creator of the Convictions process
A proven investment process
Our methodology combines two proprietary tools:
- Radar Tool: A ranking system that filters the investment universeand generates investment ideas.
Valuation Tool: A Discounted Cash Flow model assessing companies’ medium- to long-term upside potential.
These tools challenge decisions, reduce biases, and highlight opportunity. Every investment or divestment opportunity undergoes fundamental analysis before execution.
Agility matters:A flexible framework enables investment across sectors, geographies, styles, and market caps allowing rapid adaptation to market cycles and optimizing performance potential.
Explore our track record
CM-AM Convictions Euro
Performance S share class (ISIN Code: FR0013384971) since inception
CM-AM Convictions Euro main risks: capital loss risk, equity market risk, discretionary management risk, liquidity risk, small-cap equities, sustainability risk. Full risk information is available in the Prospectus of each fund. Past performance is not indicative of future results. Performance is not guaranteed and may fluctuate upwards or downwards. The EURO STOXX® Net Return Index is expressed at closing with dividends reinvested. Performance is net of management fees.
SOURCE: Crédit Mutuel Asset Management as of 31/12/2024
CM-AM Convictions USA
Performance IC share class (ISIN Code: FR00140077F8) since inception
CM- AM Convictions USA main risks: capital loss risk, equity market risk, discretionary management risk, liquidity risk, small-cap equities, sustainability risk. Full risk information is available in the Prospectus of each fund. Past performance is not indicative of future results. Performance is not guaranteed and may fluctuate upwards or downwards. The S&P 500 Net Return Index is expressed at closing with dividends reinvested. Performance is net of management fees.
SOURCE: Crédit Mutuel Asset Management as of 31/12/2024
A team deemed solid
The CM-AM Convictions Range relies on an experienced and stable team*: the historical duo of portfolio managers has been in place since 2012, and the team was strengthened in 2021 with three additional portfolio managers to support asset growth.
(*) Management team as of 01/01/2026. This management team is subject to change over time and there is no guarantee that it will be the same throughout the life of the fund.
More about us
Groupe La Française, a single name that adapts to all market conditions.
As the asset management arm of Crédit Mutuel Alliance Fédérale, La Française combines performance and sustainability across all asset classes. With €163,4 billion* in AuM, 1,000 employees, and a presence in 10 countries, we deliver conviction-based strategies designed for institutional, corporate, and retail investors. Within this asset management division, Crédit Mutuel Asset Management (CM-AM) offers a large range of investment solutions for retail, corporate and institutional clients.
(*) as of 31.12.2025
