SEVEN CAPITAL MANAGEMENT : The company

Seven Capital is an experienced asset management company specializing in absolute return strategies, with over 29 years of expertise. The team has built up a solid reputation thanks to its experience in liquid alternative management at Rivoli Fund Management and in bank market activities, notably at SG Warburg and BNP.

Based in Paris, the company is regulated by the AMF (Autorité des Marchés Financiers) and the CSSF (Commission de Surveillance du Secteur Financier), guaranteeing management in line with European standards.

Seven Capital's fund management process is based on a systematic approach, combining quantitative analysis of market trends (momentum) with asset allocation techniques to adjust risk according to market dynamics and portfolio structure. Each fund is rebalanced daily to achieve an optimal balance between risk and return, while respecting the specific constraints of the management process.
In addition, Seven Capital favors highly liquid underlyings for all its funds, such as regulated futures markets, large-cap equities, and sovereign bonds or treasuries.

In addition, Seven Capital favors highly liquid underlyings for all its funds, such as regulated futures markets, large-cap equities, and sovereign bonds or treasuries.

Seven Capital's fund range offers a wide variety of ultra-liquid investment solutions, structured around three distinct universes:

1. Long Only UCITS universe

This universe is made up of sub-funds of a Luxembourg UCITS SICAV and includes :

  • A European large-cap equity fund: targeting large-cap equities in Europe and the Eurozone.
  • - Risk Parity absolute return funds combining equities and fixed-income, with target volatility of 5%.

2. Long-Short Directional Universe

This universe comprises actively managed multi-asset certificates with a long-short directional approach:

  • An AMC (Active Managed Certificate) multi-asset long-short directional, with a target volatility of 10%, issued by Natixis.
  •  A 5-year capital guarantee multi-asset long-short directional AMC with a target volatility of 8%, also issued by Natixis.

3. SICAV RAIF Luxembourgeoise universe

This universe includes sub-funds with a discretionary management approach:

  •  A flexible diversified fund with discretionary management.
  • A discretionary trading fund.
  • A Risk Parity Fund.

All funds and AMCs in this range are valued daily, and subscriptions and redemptions can be made on a daily basis.

Highly customized management

Thanks to its systematic process, Seven Capital enables investors to choose investment vehicles that correspond to their risk profiles, by defining their volatility target, and therefore their maximum drawdown level. They can also choose between a long-only or long-short universe, and determine the structure of the vehicle (fund, dedicated sub-fund or AMC).

Examples of customization:

  • An AMC with a target volatility of 10% will have an expected return of 10% and an indicative drawdown of around 15%.
  • An AMC with a target volatility of 20% will have an expected return of 20% and an indicative drawdown of 30%.

This enables investors to structure their portfolios optimally, according to their risk and return preferences.

SEVEN CAPITAL MANAGEMENT : Our Funds