MONCEAU

Name

MONCEAU

Legal name

MONCEAU Asset Management

Website

https://monceau-am.com

Company type

Private

Founded year

2014

Operating status

Operating

Ownership category

akta.pro rank

Product category

Equity Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Open-End Investment Funds (52591)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)

akta.pro secondary industry

ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL)

Keywords

• Active equity management
• Eurozone equities
• Nordic equity funds
• ESG integrated investing
• Conviction based portfolio management

Headquarters

HQ city

Pantin

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales, Technology or R&D

Revenue model

1. Fund Management Fees: Fixed management fees applied to fund assets under management, plus variable fees based on outperformance. DENIM Part A charges 2.00% fixed fees with 20% performance fee on outperformance vs Euro Stoxx 50. DENIM Part B charges 1% fixed fees. HANSEATIQUE Part B charges 1.15% fixed fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

MONCEAU Asset Management is an AMF-authorized French portfolio management firm that manages and distributes two open-ended investment funds (OPCVM) targeting European equities: the Denim fund, which invests in Eurozone equities across all capitalisation sizes with the objective of outperforming the Euro Stoxx 50 Net Return index over five years, and the Hanséatique fund, which invests in Nordic and Scandinavian equities (Sweden, Norway, Denmark, Finland) with the objective of outperforming the STOXX Europe 600 Net Return index over five years. Both funds are managed using a conviction-based, active fundamental approach with ESG integration and operate under different share classes with fixed and performance-based fees.

Product overview

MONCEAU Asset Management operates as a fund management company offering two distinct investment funds: Denim, a Eurozone equity fund, and Hanséatique, a Nordic/Scandinavian equity fund. Both funds are structured as FCP (Fonds Communs de Placement) and are regulated as OPCVM. The funds pursue active management strategies focused on company fundamentals, with ESG integration across the portfolio.

Differentiator

Problem solved

Functional benefit

Brands

• Denim: Eurozone equity fund focusing on companies of all capital sizes in the Eurozone investment universe
• Hanséatique

Products and services

• Denim Fund (Part A and Part B share classes) Conviction-based equity fund (OPCVM) investing in companies of all capitalisation sizes within the Eurozone investment universe, with the objective of outperforming the Euro Stoxx 50 Net Return index over a 5-year horizon; managed by Claudio Arenas-Sanguineti, CFA, and Jacques Tebeka; Part A charges 2.00% fixed management fee and Part B charges 1.00% fixed fee, each with a 20% performance fee on outperformance versus benchmark. Classified as SFDR Article 8 for ESG.
• Hanséatique Fund (Part A and Part B share classes) International equity fund (OPCVM) specialising in companies of all capitalisation sizes in Scandinavian and Northern European countries (Sweden, Norway, Denmark and Finland), aiming to outperform the STOXX Europe 600 Net Return index over a 5-year horizon; Part B carries a 1.15% fixed management fee with a 20% performance fee on outperformance versus benchmark.

Quantifiable outcome

• 5-year investment horizon with objective to outperform reference indices (Euro Stoxx 50 for DENIM, STOXX Europe 600 for HANSEATIQUE)

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• BNP Paribas Securities ServicescoreOthers · 1 October 2022BNP Paribas Securities Services SCA served as depositary and valuator for MONCEAU AM funds (Denim and Hanséatique). Effective October 1, 2022, BNP Paribas Securities Services SCA merged with its parent company BNP Paribas, and funds are now deposited and valued within BNP Paribas SA. BNP Paribas Securities Services continues as centralizing agent for order processing.

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Sycomore Asset Management: Paris-based responsible investment boutique managing European equity funds with strong ESG integration and a conviction-driven approach — closely matches MONCEAU's boutique profile, ESG credentials, and AMF regulation.
• Comgest: Paris-based independent asset manager specializing in European and global equities with a strong quality-growth, long-term philosophy and deep ESG integration — directly comparable as a French/European equity boutique with PRI signatory status and SFDR-aligned products.
• Federal Finance Gestion: French asset management subsidiary of Crédit Mutuel Arkéa offering European equity and diversified funds — comparable French AMF-regulated boutique active manager with mutual fund (OPCVM) product range.
• Montanaro Asset Management: Boutique specialist in European (including Nordic) small and mid-cap equities with a long-term, quality-focused philosophy — directly comparable for HANSÉATIQUE's Nordic equity mandate and active concentration style.
• Ecofi Investissements: French SRI/ESG-focused asset manager offering European equity mutual funds under AMF regulation — comparable as a French boutique with ESG-led European equity products.
• DNCA Finance: French boutique asset manager focused on European equities with explicit ESG/SRI DNA and conviction-based active management — directly comparable to MONCEAU in size, philosophy, and target investor base.

Broad incumbents

• Rothschild & Co Asset Management: Paris-based broader asset manager within the Rothschild group, offering European equity and global funds under AMF regulation — comparable as a French-headquartered active equity manager with broader product range and distribution.
• Lazard Asset Management: Global asset manager with strong European equity strategies and ESG-integrated offerings — comparable active European equity capability though at significantly larger scale and broader product set.
• Amundi Asset Management: Europe's largest asset manager with extensive European equity mutual fund range, ESG-labeled funds, and broad institutional/retail distribution — comparable end-market exposure though at vastly different scale.

Emerging players

• Mandarin Capital Partners: European small/mid-cap equity specialist with a concentrated, conviction-based approach and an Italian base — comparable boutique-style active European equity process though more regionally focused.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MONCEAU