ODDO BHF Polaris Flexible
ODDO BHF Polaris Flexible : Stay on course with a flexible approach
Since 2007, ODDO BHF Polaris Flexible provides a global and flexible multi-asset investment solution, thanks to an equity exposure ranging between 25% and 100% and to a fixed-income bucket mainly invested into investment grade bonds. The portfolio can invest in securities listed or traded in regulated markets especially in Europe, the United States or the emerging countries.
Its investment objective is to participate to the greatest extent possible in value growth on stock markets during upward trends and to limit losses during downturns. To fulfil this objective, the fund is backed by a steady, rigorous and long-term vision endowed portfolio management team. This portfolio management team can count on an investment process targeting quality-oriented companies capable to remain on track during all the steps of an economic cycle. According to our analysis, these high-quality companies take advantages of significative competitive advantages, healthy balance sheet, and sufficient cash flows generation to self-finance their growth. A close attention is paid to the valuation of the securities in the portfolio to limit excessive valuation risk and then, try to capture potential attractive entry points.