Family Value I & II
Family Value is a closed-end fund, focused on long-term investment in French small-cap family businesses.
Cruising on
the long-term
The investment horizon of 7 years
and the stability of the funds’ assets over this
period allow Family Value to:
Invest efficiently in family businesses with illiquid, but high-performing assets.
Reduce the impact of temporary volatility on the markets.
Become a reliable, reference minority shareholder alongside the business leaders in our investment portfolio, to implement the ESG ambition of the funds.
Connecting investors to companies in a tangible way
We aim to enable each of our investors to get to know and understand the companies in which they invest.
Organising events to discover the companies in the portfolio
The Family Value team regularly offers its investors events around the companies in the portfolio in order to create a concrete relationship between the fund’s investors and these companies.
These events take the form of investor days, site visits and meetings with company managers in the various regions where they are located.
These events provide a better understanding of the history of these companies, their business and their know-how.
High-quality quarterly newsletters
Each quarter, Family Value sends its investors a comprehensive update on portfolio companies. This quarterly letter covers the latest financial results of these companies as well as their recent developments.
A focus on one of the holdings also provides an understanding of its history, organisation and prospects.
A precise analysis of the evolution of the market value of the portfolio is also communicated on this occasion.
Our Family Value funds
Family Value I
2021-2028
Family Value I is invested in ~20 listed family businesses, selected by the investment team with a long-term perspective.
Closed
This fund is not accepting new subscriptions
Family Value II
2023-2030
Family Value II is invested in ~20 listed family businesses, selected by the investment team with a long-term perspective.
Closed
This fund is not accepting new subscriptions
Our other funds
Our investment expertise in small-cap stocks is dedicated to 3 funds
Funds
Indépendance
–
France Small & Mid
French businesses
Since 1993
Funds
Indépendance
–
Europe Small
European businesses
Since 2018
Funds
Indépendance
–
Europe Mid
European businesses
Since 2024