Olivier Cangardel

Investment Idea: US Small & Mid Caps - Time to catch up US Small and Mid (SMID) Caps have lagged large caps and especially big tech so far. The S&P 500 went up by 15.3% in H1 2024 whereas the Russell 2000 Index (small and mid cap stocks) finished only 1.7% higher.   While big tech is more driven by liquidity and adoption, SMID caps typically follows the business cycle. Data suggest that the business cycle has become consistent and more predictable than before, and that the economy is expected to expand over the coming months.   Earnings have been historically strong vs large caps and are currently improving. SMID caps have shown higher earnings growth than large caps over the past decade and are expected to post even better results as the economy continues to expand.   Catalyst – SMID caps are highly sensitive to interest rates. Small caps dedicate over 30% of their EBITDA to servicing debt, more than three times their large-cap peers. Recent cracks in the labour market and normalization in inflation point towards imminent rate cuts, which should improve the profitability of SMID caps and propel prices higher. If you wish to gain access to the full presentation of the idea, do not hesitate to contact our team: Romain Duchenne: [email protected] Hugo Poupinel: [email protected] For more information on our company, please access the website below: https://lnkd.in/eFBWjTG4

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The Clinique de l'Entrepreneur is a business advisory firm providing comprehensive support to entrepreneurs and investors looking to structure, manage, and grow their businesses in France & Luxembourg. 🌍💼 Our tailored approach spans across all essential areas of business management, ensuring you have the tools and expertise to succeed. Our Key Service Areas: - Strategy: 📊 We design personalized growth strategies and market entry plans, helping businesses expand smoothly into new regions or sectors. 🌱    - Governance & Organization: 🏛️ We establish strong governance frameworks for efficient, sustainable business operations.    - Risk Management & Internal Control: 🔒 We implement risk management systems that guarantee transparency and compliance with industry regulations.    - Administration & Finance: 💰 Outsourced financial and administrative management, covering accounting, tax optimization, and financial reporting.    - Operations & Project Management: 🚀 Streamlining operations and ensuring smooth execution of business-critical projects.    - Process Automation & Digitalization: 🤖 Leveraging technology to automate processes, improve productivity, and reduce costs.    - Business Continuity: 🛡️ Ensuring long-term business resilience through robust crisis management and planning strategies. Why Choose Us? Our multidisciplinary services allow you to focus on scaling your business 📈 and maximizing value, while we handle the essential tasks of management, governance, and operations. Let us be the strategic partner to fuel your growth journey! 🚀 #BusinessAdvisory #Entrepreneurship #GrowthStrategy #Governance #RiskManagement #FinanceSolutions #BusinessExpansion #Automation #DigitalTransformation #Lacliniquedelentrepreneur

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𝐃𝐨 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞 𝐚 𝐛𝐨𝐥𝐝 𝐯𝐢𝐬𝐢𝐨𝐧 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞? Proud to announce my strengthened collaboration with TransferiuS Mergers & Acquisitions, a trusted partner for M&A and fundraising. 🎉 🤗 If you need care and support with funding, scaling, transmission, ..: feel free to reach out. Throughout my journey as an entrepreneur, founder, CEO, equity investor, and corporate finance expert 😅, I've navigated nearly every corporate reorganization and challenge you can imagine — both the good and the tough. Together, we bring a collaborative, client-centric approach 𝐫𝐨𝐨𝐭𝐞𝐝 𝐢𝐧 𝐭𝐫𝐮𝐬𝐭 𝐚𝐧𝐝 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐚𝐥 𝐫𝐞𝐚𝐥𝐢𝐭𝐲— we care and pay attention. We’re putting an end to disconnected, paper deals and window dressing that don’t last after closing. We provide sincere feedback without complacency, enriched by our 360° wisdom gained from hands-on experience. I know what it’s like to be in your shoes. At the heart of every financial event is a shared goal: creating higher value and impact on human lives through a deeper understanding of our nature, with an open, heartfelt approach. So let’s look beyond numbers, pitch decks, spreadsheets, valuations, and tech. Let’s envision a bold, crazy future that makes our hearts sing and sparks true inspiration and positive emotions 💝💎 #finance #m&a #fundraising #humanist #strategy #bold #vision #emotions

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Discover how Arion (Attali Associates), the Venture Family Office of Jacques Attali and Jeremie Attali advanced its data management capabilities. With Datasset’s software and team, they increased KPI collection to 85% of their portfolio and developed top-tier internal valuation and reporting processes. For #Familyoffices - increasing operational efficiency by leveraging expert partners like Datasset is key to keep a lean internal team while continuously expanding investments. Curious about how Datasset built this success story with Arion? 👉 Dive into the full case study: https://lnkd.in/eHVYf3Am Jacques Attali and Jeremie Attali, it is a privilege to count you among our first clients and supporters. Your ability to combine Impact with strong ROI is truly inspiring! #venturecapital #impact #KPIs #saas #outsourcing #familyoffices #portfoliovaluation #kpicollection #innovation #VCtech

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🚀🇱🇺 [#New Article Alert] : 💼 A New Trend in #Luxembourg: To #Delegate Asset Management Responsibilities 📈 In today’s complex and highly regulated financial landscape, more companies are turning to regulated asset managers to handle key operations. As highlighted by Daniel Capocci, PhD CEO of FARAD Investment Management, SA this trend is particularly prominent in Luxembourg. 🔑 Why? ·       Increased regulatory demands and the automation of processes are driving companies to outsource tasks like portfolio management and compliance. ·       This allows investment fund managers to focus on strategy while ensuring adherence to strict #European regulations. Delegation is becoming #standard practice, offering cost #efficiency, specialized #expertise, and better #governance. 📩 #READ MORE #HERE : https://lnkd.in/edwx22iN Contact us: #[email protected] 📎 Daniel Capocci, PhD - Nicoletta Morsut - FARAD Investment Management, SA- FARAD Group - a B-Corp- GreenEthica by FARAD Group - AGEFI Luxembourg - Le Journal Financier de Luxembourg #AssetManagement #Finance #Regulation #Luxembourg #AIFMD #FARAD I.M #Trend #governance #standard #European regulations

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