BDK CAPITAL

BDK Capital is a portfolio management company established in Paris, in the prestigious 8th arrondissement, and has been operating under AMF approval since September 2012. The firm was founded with a clear and focused mission: to deliver consistent, risk-adjusted returns through a disciplined Long/Short Market Neutral strategy applied to listed equities in Western Europe. From its inception, BDK Capital has prioritised depth of research over breadth of coverage, believing that concentrated expertise in a well-defined universe leads to superior stock selection. The firm's investment philosophy is grounded in rigorous fundamental analysis — each company in the portfolio is studied in detail, with assessments covering financial statements, sector dynamics, management quality, and valuation. This bottom-up approach to stock picking has been a constant throughout the firm's history, regardless of prevailing market conditions. BDK Capital maintains a deliberately selective approach to its investor relationships, currently managing assets on behalf of a renowned international investor. The firm does not seek new investors and does not solicit savings from the French public, allowing the team to remain entirely focused on investment performance and operational excellence. Governance and compliance are integral to how BDK Capital operates: the firm upholds policies on ESG integration, shareholder engagement, conflict of interest management, and data protection in line with applicable French and European regulations. The team behind BDK Capital is small by design — two experienced equity fund managers whose complementary expertise forms the foundation of everything the firm does.