Overview
Investment Policy
This portfolio invests in globally active, publicly traded holding companies and conglomerates with a broad diversification of activities and subsidiaries, a clear long-term strategy, a strong track record, and, preferably, a well-known shareholder base.
The strategy involves a concentrated portfolio. Investments will be made in a minimum of 8 and a maximum of 20 positions. This is possible because each holding is already designed to provide diversification.
Stocks must meet the following “Selection Criteria.”
- Stocks must be sufficiently liquid;
- Stocks are traded daily on a European (EEA, Switzerland, and the UK) or North American (U.S., Canada) stock exchange.
- When selecting stocks, the Manager will aim to construct a portfolio that allows 50% of the portfolio’s value to be liquidated within a week, with a maximum of 10% of each stock’s average daily trading volume (calculated over the past year) being sold per stock per day.
Target Audience
The sub-fund is suitable for institutional investors who view an investment fund as an easy way to participate in developments in the financial markets, with an investment horizon of more than 5 years.
Investment Objective
The objective of the fund is to provide shareholders with the highest possible return through direct investments in tradable securities. This is reflected in a focus on capital appreciation and income. To this end, the assets are primarily invested in stocks.
Fund Structure
Fund Management
Bernard Thant
Portfolio Manager
Bernard Thant earned a Licentiate degree in Commercial Sciences, followed by an additional year of study in Financial Management and Investment Theory. He then spent most of his career working as a financial analyst at a major private bank, where he also managed equity portfolios for several years. He has been with Econopolis Wealth Management since September 2014.
Joren Van Aken, CFA
Portfolio Manager
Joren Van Aken earned a Master’s degree in Business Administration from KU Leuven. Shortly thereafter, Joren began working as a sell-side analyst at Degroof Petercam, where he specialized in investment companies and holding companies. Joren is also a CFA Charterholder. Since 2026, he has been with Econopolis Wealth Management as the portfolio manager of the Capital Allocators and Econoshock Compounders funds.
Class G: BE6372443281 (Distribution).
Risks
For information on the risks associated with this product, please refer to the Key Information Document (KID), which you can find on this page in the "Documents" section.
You should also be aware of currency risk. You may receive payments in a currency other than the reference currency, so the final return you receive will depend on the exchange rate between the two currencies. This risk is not taken into account in the risk indicator used in the key information document. The sub-fund may also be exposed to other risk factors not included in the summary risk indicator. Because this product is not protected against future market performance, you may lose all or part of your investment. If we are unable to pay you what is due to you, you may lose your entire investment.
Documentation
Transparency is the foundation of our investment policy. Here you will find all the necessary legal documents, reports, and structural details regarding the Econopolis funds.
If you have a complaint, please contact compliance@econopolis.be or call +32 3 3 666 555. In the latter case, you can contact the Financial Sector Ombudsman at Ombudsman@Ombudsfin.be.
