A targeted investment
Xerys Gestion is a portfolio management company specializing in private equity with an approach that places company vision at the heart of its investment philosophy.
Xerys Gestion rigorously selects a limited number of companiesXerys carefully selects a limited number of companies, chosen for the strengh of their fundamentals, their high growth potential, and the quality of their management team. We then assist them over the entire course of their development, thanks to successive and progressive investments made through its various dedicated and/or mutual funds.
By investing €10-20M per company over a period of 5-10 years, Xerys Gestion supports its portfolio companies from the early development stage (venture capital) through to a potential IPO or industrial buyout without any interruption in financing.
The Xerys team maintains a very close relationship with the companies it chooses to finance and bring its know-how, experience, and networks. Xerys Gestion offers constant and dedicated support on strategic and operational levels with the aim of move forward together on the path to success.
With a firm belief in the quality of the projects it selects and supports, Xerys Gestion, through the Xerys Funds, remains whenever possible the only major shareholder alongside the founding partners.
This unique approach, made possible through the close relationships Xerys Gestion builds with the managers of funded companies, aims to promote greater transparency and traceability of the investment.
RIGOROUS COMPANY SELECTION
Xerys Gestion primarily targets innovative French or European SMEs in the development phase and in various sectors such as technology, cleantech or biotech.
They must have completed the development of a product (or have patents for its development) or have been spun off from a larger group. They are selected on the basis of the solidity of their core principles, their high growth potential and the quality of their management team.
STRATEGIC AND FINANCIAL
SUPPORT FOR GROWTH
|RISK PROFILES OF THE FUNDS
Investment in the Xerys Funds entails a number of risks for the investor. There is no guarantee that the Xerys Funds will reach their profit targets and that capital invested will be recovered. Investors must therefore assess the following essential risks before investing in the Xerys Funds:Risk of capital loss: the financial instruments selected by the Asset Management Company are subject to market fluctuation. The Xerys Funds are not covered by any guarantee or protection. It is therefore possible that investors may not see a return or a full return on their initial investment of capital.Risk resulting from the lack of liquidity of securities: the Xerys Funds invest in companies that are not listed and traded on a regulated market. As the Xerys Funds investment does not offer liquidity equivalent to that of listed markets, it may prove difficult to dispose of these investments within the desired timeframe and at the desired price.Risk associated with discretionary management: the selection of companies by the Xerys Funds management team – namely the assessment of company quality according to its criteria – is subject to the risks inherent in private equity. There is a risk that the management team will not select the highest performing companies, which may result in a drop in Funds value.Before investing in the Xerys Funds, investors must assess the risks detailed in the Xerys Funds documentation.