La Française Inflection Point (LFIP) was established in December 2013 as a joint venture between La Française Group and Inflection Point Capital Management (IPCM) as a response to a dramatically changing market environment and new investor needs.
LFIP aims to create customized, innovative equity solutions for French, British and other global institutional clients that are seeking to generate superior returns by accurately anticipating changes in companies’ competitive prospects before the broader market recognizes them.
LFIP’s investment philosophy is based on a belief that investment success involves finding better-managed, more agile and forward-looking companies, with sustainable competitive advantages, at attractive valuations.
A series of powerful secular global megatrends, combined with the accelerating velocity of change in global markets, is creating an entirely new set of ‘non-traditional’ risk/return drivers and competitive imperatives for companies. In this emerging competitive environment, there will be an unprecedented value premium for the most innovative, adaptable, responsive, and forward-looking companies.
Companies’ ability to manage these megatrends-driven risks and opportunities better than their competitors is an increasingly robust proxy and leading indicator for their strategic management and execution capabilities.
LFIP investments are managed from La Française Group’s offices in Paris with research provided by Inflection Point Capital Management UK Ltd from London.