About Jeremy
French Hidden Champions
I am a French private investor running a concentrated portfolio. I have been investing our family money for several years in select French micro, small, mid and large caps for a sizable portion of my liquid net worth.
These companies are mostly family-owned and/or owner-operated and active in (sometimes obscure or unglamorous) niches they tend to dominate nationally or internationally. This universe is still overall undiscovered, under-followed and under-researched in the English-speaking world. That said, we believe this (small) space also offers a unique opportunity and edge for the independent-minded small investor/fund eager to outperform.
The purpose of this newsletter is to share an investment journey, some insights and lessons learned through company deep-dives and updates about these French hidden gems and champions.