The Website is managed by Sagard SAS (“Sagard/”we”/”us”), a simplified joint stock company (société par actions simplifiée) with share capital of €7,500,000, registered with the Paris trade and company register under number 439 725 524, whose registered office is located at 49/51, Avenue George V, 75008 Paris, France.
Tel.: +33 (0)1 53 83 30 00
Fax: +33 (0)1 53 83 30 30
E-mail: [email protected]
Sagard is an asset management company with accreditation from the French securities regulator (Autorité des Marchés Financiers, AMF, www.amf-france.org) under number GP 01‑046 since 31 October 2001 and under the AIFM Directive since 15 April 2014.
Publication director: Mariane Le Bourdiec
Information available on the Website
All information, reports, press releases and newsletters available on the Website are provided for information purposes only. They may not be construed as a solicitation to buy, an offer to sell, or a recommendation or promotion of services provided by Sagard, securities or other investments and must not be relied upon when taking any decision or action.
Sagard has taken all reasonable steps to ensure the accuracy and appropriateness of the information published on the Website and reserves the right to alter its content without prior notice. The information available on the Website is valid at the time of publication. Given the general nature of this information, it may be partial or incomplete and is not contractually binding.
The Website is controlled and managed by Sagard from our offices in France. We cannot guarantee that the information available on the Website is adapted or appropriate for use in other countries or regions. Users visiting the Website from other countries or regions are subject to the laws and regulations of those countries or regions. They use the Website at their own initiative and bear all liability for complying with the laws and regulations of their country or region of origin.
Limitation of liability
All content, documents and information available on the Website are provided on an “as‑is” basis. Your use of the Website and the information available on the Website is at your own risk. We disclaim all liability for any and all inaccuracies, typographical errors, omissions or discrepancies in the information available on the Website. We accept no liability for any loss or damage arising directly or indirectly out of the use of information or documents available on the Website or services provided by the Website.
Intellectual property rights and restrictions of use
The Website and any software required to use the Website may contain confidential information protected under intellectual property laws or other laws in force. Unless specified otherwise, the intellectual property rights to the content and documents of the Website and all components created for the Website (including all trademarks, logos, graphics, etc.) are the property of Sagard. Sagard grants no licence or any other right thereto other than the right to consult the Website.
Any reproduction or, more generally, use of the Website and the information available on the Website without prior permission from Sagard may lead to legal action, including action for infringement.
We are not responsible for any hypertext links to other companies. Links to the Website are not permitted without prior consent in writing from Sagard.
Conflicts of interest
A conflict of interest is any situation in which the interests of Sagard SAS, its managed Funds, its investment fund managers, its affiliates, its shareholders, its clients or its investors would be at odds with the interests of other clients, investors or Funds managed by Sagard SAS, and in which the decision-making process could result in a disadvantage to such other clients, investors or managed Funds.
The management of conflicts of interest is a key component of the compliance control system within the Management Company.
In accordance with the regulations in force, and in particular Regulation (EU) No. 231/2013, the Management Company has established a procedure for managing conflicts of interest that is adapted to its business activities. The procedure enables the Management Company to manage relations between the managed Funds, with unit holders (hereinafter “investors”), with third parties related to the Funds and with its employees. The Management Company has also developed a conflict of interest mapping and keeps a register of conflicts of interest.
The Management Company and its employees act in the best interests of the unit holders of the managed Funds or the clients of the investment services provided. The Management Company takes all reasonable steps to identify, prevent to the extent possible and resolve in the best interests of shareholders any conflicts of interest.
In accordance with the regulations in force, the Management Company undertakes to inform its clients or investors if a proven conflict of interest is identified, for which the measures taken are insufficient to guarantee their interests.
For more information, please contact the Management Company.
Shareholder engagement policy
Sagard has a Shareholder engagement policy that describes how it integrates its role as a shareholder into its investment strategy.
The monitoring of the strategy, financial performance, risks, capital structure, as well as the governance of the target company are instrumental in the selection of investments and the management of the funds’ portfolio holdings. To this end, the Management Company ensures that one or more members of the Investment Team sit on the oversight bodies of the portfolio companies, in particular to monitor business developments and major decisions.
Sagard considers the exercise of voting rights to be a key act of management of the funds’ holdings and intends, except in justified cases, to fully fulfil its role of shareholder in the best interests of Investors. Sagard exercises its rights in accordance with its own voting policy, mainly by physically attending general meetings and ensuring that no voting decision might place it in a situation of conflicts of interest. For more information on the votes cast, please contact Sagard.
The Shareholder engagement policy is made available to the AMF and to any investors upon submitting a request. Find out more about our environmental, social and governance policies adopted for the Midcap strategy and for the Smallcap strategy.
A complaint is an expression of dissatisfaction by a client about Sagard SAS or an investment service provided by Sagard SAS. A request for information, advice or clarification about a service is not a complaint.
There is no charge for making a complaint to Sagard SAS, either for the filing of such compliant or its processing by the Management Company (but any related postal, telephone, advisory or legal fees are the responsibility of the client making the complaint).
Complaints may be sent by any means, by post or by e-mail:
49/51, Avenue George V
75008 Paris – France
E-mail: [email protected]
All complaints will be acknowledged within a maximum of 10 working days following their receipt. A response will be given to the client within a maximum of two months following receipt of the complaint, except in duly justified special circumstances. Clients may file a complaint in the official language, or one of the official languages, of the Member State in which the AIF is marketed or the investment service is provided. The response will be given in the same language.
For more information, please contact the Management Company.
If the response is deemed unsatisfactory, the client may contact the AMF Ombudsman:
- by post, at the following address:
Autorité des Marchés Financiers
17, place de la Bourse
75082 Paris CEDEX 02 – France
- by electronic means, using the mediation request form available at the following address:
For more information: https://www.amf-france.org/en/amf-ombudsman/ombudsman-presentation
Sagard SAS’ remuneration policy is determined based on assessments of employees’ skills and expertise and of annual and multi-annual quantitative and qualitative performance criteria. The policy is founded on fairness and aligns the interests of employees with those of shareholders, while discouraging excessive risk-taking.
The Management Company has implemented a profit-sharing agreement that takes into account the corporate social responsibility (CSR) objectives to be achieved by Sagard SAS. The objectives are defined based on Sagard SAS’ current CSR policy and as specified in the profit-sharing agreement.
The general principles of Sagard SAS’ remuneration policy are the responsibility of the Management Committee and apply to all Sagard SAS employees, regardless of their duties or role within the Management Company, subject to specific provisions for risk takers.
For more information or to consult the remuneration policy, please contact the Management Company.
The Website is hosted by ELAX (26, rue des Frères Lumière, 69110 Sainte Foy‑lès‑Lyon, France – E-mail: [email protected] – Tel.: +33 (0)6 79 71 32 98).
Design and development
The Website was designed by ArtFeelsGood (42, rue Eugène Carrière, 75018 Paris, France – Tel.: +33 (0)1 71 93 03 58).
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