
Odyssey - ESG Global Equity
Odyssey – ESG Global Equity will be fully allocated to global equities. Our goal is to provide investors with long term capital appreciation primarily through exposure to global equity securities which meet our Environmental, Social, and Governance (ESG) principles.
Environmental

Fight against:
Climate change
Water stress/pollution
Deforestation
Renewable energy
Social

Respect:
Human rights
Labor standards
Consumer protection
Governance

Transparency:
Executives compensation
Board structure
Business ethics & fraud
By incorporating ESG criteria to our investment selection, we seek to manage risk from an ESG perspective and invest in sustainable businesses trading at attractive valuations that may generate excess returns over the benchmark in the long run.
We have also decided that finding a key partner would be essential to the success of this new project, hence why we are proud to collaborate with Exane BNP Paribas *, one of the largest research houses
*1st in Developed Europe Research, 1st Industry Research, 1st in Country Research, Runner-up: ESG Corporate Governance, Integrated Climate Change, SRI Research
Product Characteristics
Asset Class |
Global Equity |
Currency |
EUR / USD (Hedged) |
ISIN Code EUR |
FRELU0001904 |
ISIN Code USD |
FRELU0001912 |
Investment Manager |
Victoria Capital Management |
Partner |
Exane BNP Paribas |
Liquidity |
Daily |

Investment strategy
We have chosen a “Core-Satellite Strategy”
- The largest portion of the portfolio (70% to 80%, the « Core ») will be allocated to direct equities carefully selected in collaboration with Exane.
- The satellite portion of the portfolio ( 20% to 30%) will be allocated according to a thematic which will vary depending on market condition
Investment decision making process
Strategic Allocation Committee (SAC)
- Traditional mix Tod Down/Bottom-up approach
- Decision on Asset Classes/Sector/Currency to Overweight or Underweight
- Apply filter on our investment universe based on quantitative data
Non-Financial Criteria (ESG)
- Application of ESG rating filter on all assets that form part of our investment universe post SAC
- Remove assets that do not meet our minimum ESG rating
Tactical Allocation Committee
- Stock pivking within investment post ESG ratings (deep dive on each potential candidate)
- Thematic investments can be included in the portfolio
- Portfolio construction