Métropole Gestion

Press release

ODDO BHF AM and METROPOLE Gestion announce their merger

Paris, 21 September 2021.

ODDO BHF Asset Management and METROPOLE Gestion announce the acquisition by ODDO BHF Asset Management SAS of 100% of the equity capital of METROPOLE Gestion, subject to approval by the French Autorité des Marchés Financiers (AMF). Founded in 2002 by François-Marie Wojcik et Isabel Levy, METROPOLE Gestion is an independent French asset manager specialising in value investing. Value investing consists in detecting under-priced quality stocks.

This link-up will avail clients of ODDO BHF AM and METROPOLE Gestion of a unique investment style that has been implemented for more than 20 years by a stable and dedicated team led by Isabel Levy and Ingrid Trawinski.

The expertise of METROPOLE Gestion’s team will enrich ODDO BHF AM’s existing product offering. Both investment firms have already placed environmental, social and governance (ESG) criteria at the heart of their investment processes for several years now. METROPOLE Gestion’s fund range will benefit from ODDO BHF AM’s European distribution capacities, particularly in France, Germany, and Switzerland, with institutional clients, distributors and independent financial advisors. Meanwhile, the merger will give ODDO BHF AM’s strategies access to distribution in the US and UK, where METROPOLE Gestion is already present.

Francois-Marie Wojcik, Chairman and CEO of METROPOLE Gestion, said: “In almost 20 years, METROPOLE Gestion has built up renowned know-how in value-oriented investment style, thanks to the trust that investors have placed in it, and backed by a highly skilled and devoted team. This know-how will be the cornerstone of the greater reach it will have within the framework of this merger.”

Isabel Levy, Deputy CEO and Chief Investment Officer of METROPOLE Gestion, said: “This merger addresses METROPOLE Gestion’s wish to join up with an ambitious business strategy by combining teams with renowned and complementary skills and similar cultures.”

Nicolas Chaput, CEO of ODDO BHF Asset Management said: “We are very pleased to welcome the METROPOLE Gestion team, whom we know well and for whom we have the utmost respect. The value-oriented investment style implemented by Isabel’s and Ingrid’s teams will enrich the Group’s product offering and meet the expectations of many of our clients.”

Disclaimer

This website is intended for professional investors within the meaning of Directive 2004/39/EC (MiFID).

 

This website only allows you to obtain information on funds that are offered to the public in the selected country. Restrictions on accessing the products and services offered on the www.metropolegestion.fr website may apply to certain persons or in certain countries.

 

In particular, the funds have not been and will not be registered with the US Securities and Exchange Commission under the US Investment Company Act of 1940 or any amendments thereto, or under any other securities law.

 

As such, no prospectus published on this website may be brought into, sent to or distributed in the United States of America or its territories or possessions or provided to US-resident institutional investors or to companies, associations or other entities created under or governed by United States laws (the persons or entities referred to above being “US persons” within the meaning of Regulation S under the United States Securities Act of 1933). The funds may not be offered or sold to US investors. More generally, the products and services offered on this website may only be subscribed for by non-professional investors in jurisdictions that permit the sale and promotion of those products and services.

 

The information contained on this website shall not be considered to be an offer or a solicitation to enter into a trade in a jurisdiction in which that offer or solicitation is illegal or in which the person making the offer or solicitation is not authorised to operate. The information contained on this website is provided for information purposes only and does not constitute active advertising or marketing material, a personal recommendation or investment advice.

 

This website uses cookies that enable us to collect certain anonymous information when you visit our website (such as measuring and analysing information on visits to our website). By continuing to use the website, you agree to the use and installation of these cookies. You may, however, prevent cookies from being stored by altering your browser settings. We may also allow third party companies to collect certain anonymous information for statistical purposes when you visit our website (in particular, your IP address) in order to improve the effectiveness of our website.

 

By clicking on the “I agree” button below, you acknowledge that you have read and understood this page, you agree to comply with its contents and you confirm that you are accessing this website in accordance with the laws and regulations of the jurisdiction or country in which you reside.

I agreeI refuse