HF
Herve Fayolle Portfolio
Invests via Banque de Luxembourg S.A. | Managed by Herve Fayolle
Invests via Banque de Luxembourg S.A.
Managed by Herve Fayolle
Automatically Tracked
Veteran European buyout executive and board operator, Herve Fayolle focuses on mid-market industrial and services investments across France and neighboring markets. He has led operational turnarounds, portfolio value creation and strategic M&A while overseeing capital deployment and exit planning. Known for operational rigor and governance discipline, he often partners with buyout firms and family owners to scale EBITDA and improve margin conversion.
Veteran European buyout executive and board operator, Herve Fayolle focuses on mid-market industrial and services investments across France and neighboring markets. He has led operational turnarounds, portfolio value creation and strategic M&A while overseeing capital deployment and exit planning. Known for operational rigor and governance discipline, he often partners with buyout firms and family owners to scale EBITDA and improve margin conversion.
Investment Philosophy & Strategy
Focuses on transformational mid-market buyouts in industrials and services across France and neighboring markets, prioritizing operational value creation, margin expansion and disciplined governance. Targets platform investments where active board-level intervention, bolt-on M&A and EBITDA conversion drive exits over a three- to seven-year horizon. Capital allocation favors control or strong minority stakes, covenant-aware financing, and risk-managed turnarounds with measurable operational KPIs.
Focuses on transformational mid-market buyouts in industrials and services across France and neighboring markets, prioritizing operational value creation, margin expansion and disciplined governance. Targets platform investments where active board-level intervention, bolt-on M&A and EBITDA conversion drive exits over a three- to seven-year horizon. Capital allocation favors control or strong minority stakes, covenant-aware financing, and risk-managed turnarounds with measurable operational KPIs.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
16.88%
Gain -0.5%
Monthly
0.73%
Yearly
9.1%
Drawdown
19.06%
$229.33M
Equity
Holdings
$229.33M
Investment
$193.27M
$30.82M
Profit -$1.08M
Realized
-$5.24M
Unrealized
$36.06M
Dividends
$4.46M
Goals
Avg. 78.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$1.08M
Win %
63%
This Week
Compared To Last Week
Gain
0.5%
Profit
$1.15M
Win %
63%
This Month
Compared to last month
Gain
4.24%
Profit
$9.33M
Win %
63%
This Year
Compared to last year
Gain
2.83%
Profit
$6.21M
Win %
58%
HONA Honeywell Aerospace Inc.
+3.26%
+$1,336.5 
VSNT Versant Media Group, Inc.
+3.21%
+$32.06 
TTE TotalEnergies SE
+2.75%
+$340,059.06 
PEP PepsiCo, Inc.
+2.18%
+$16,438.8 
CMCSA Comcast Corp
+2.16%
+$4,876.72 
BUD Anheuser-Busch InBev S.A. ADR
+2.14%
+$1,814.82 
COP ConocoPhillips
+2.12%
+$3,612 
KO The Coca-Cola Company
+1.81%
+$15,016.64 
JPM JPMorgan Chase & Co.
+1.81%
+$16,419.35 
GE General Electric Company
+1.42%
+$4,972.5 
BLK BlackRock, Inc.
+1.24%
+$9,750.98 
JNJ Johnson & Johnson
+1.22%
+$8,210.13 
HD The Home Depot, Inc.
+1.19%
+$5,043.05 
XYL Xylem Inc.
+1.18%
+$732 
PG Procter & Gamble Co
+1.17%
+$5,238.47 
SRE Sempra
+1.16%
+$739.1 
LOW Lowe's Companies Inc.
+1.13%
+$896.88 
COST Costco Wholesale Corporation
+1.12%
+$3,065.71 
MRK Merck & Co., Inc.
+1.11%
+$5,531.96 
DIS The Walt Disney Company
+1.03%
+$34,204.56 
LIN Linde plc
+1%
+$5,408.76 
NKE Nike, Inc. - Class B
+0.89%
+$5,814.27 
ZTS Zoetis Inc.
+0.85%
+$28,450.88 
AAPL Apple Inc.
+0.82%
+$95,313.18 
BAC Bank of America Corporation
+0.82%
+$1,926.1 
BNY BlackRock New York Municipal Income Trust
+0.81%
+$10,139.55 
ADI Analog Devices, Inc.
+0.79%
+$51,753.26 
LLY Eli Lilly and Company
+0.78%
+$4,960.63 
CARR Carrier Global Corporation
+0.73%
+$1,007.2 
V Visa Inc. Class A
+0.68%
+$84,545.1 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$6,230.4 
ACN Accenture plc Class A
+0.56%
+$69,864.48 
PFE Pfizer Inc.
+0.48%
+$1,400 
WMT Walmart Inc.
+0.47%
+$3,141.6 
ABBV AbbVie Inc.
+0.43%
+$947.95 
MCD McDonald's Corporation
+0.42%
+$1,316.1 
CAT Caterpillar Inc.
+0.4%
+$64.9 
AMGN Amgen Inc.
+0.34%
+$551.3 
SPGI S&P Global Inc.
+0.33%
+$20,603.8 
ALLE Allegion plc
+0.2%
+$6,930.24 
FNV Franco-Nevada Corporation
+0.18%
+$602.8 
MA Mastercard Incorporated
+0.18%
+$472.34 
NVDA NVIDIA Corporation
+0.04%
+$2,052.16 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
PANW Palo Alto Networks, Inc.
-7.79%
-$49,085.66 
MU Micron Technology, Inc.
-3.97%
-$369.4 
SNPS Synopsys, Inc.
-3.96%
-$251,463.66 
ANET Arista Networks, Inc.
-3.27%
-$8,338.56 
LRCX Lam Research Corporation
-3.18%
-$1,966.86 
AMAT Applied Materials, Inc.
-3.01%
-$1,732.62 
MRVL Marvell Technology, Inc.
-2.95%
-$4,721.05 
AVGO Broadcom Inc.
-2.91%
-$91,513.63 
ADBE Adobe Inc.
-2.76%
-$3,848.93 
META Meta Platforms Inc Class A
-2.43%
-$38,775.09 
MSFT Microsoft Corp.
-2.04%
-$468,343.38 
WAT Waters Corporation
-2.04%
-$3,393.75 
ICLR ICON plc
-1.96%
-$47,491.78 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.94%
-$18,746.91 
FSLR First Solar, Inc.
-1.81%
-$1,369.52 
GOOGL Alphabet Inc
-1.63%
-$359,651.92 
TMO Thermo Fisher Scientific Inc.
-1.6%
-$7,867.79 
CSCO Cisco Systems, Inc.
-1.57%
-$79,426.03 
GOOG Alphabet Inc
-1.48%
-$43,808.03 
IBM International Business Machines Corporation
-1.43%
-$4,764.1 
MSCI MSCI Inc.
-1.37%
-$1,740.2 
TSLA Tesla, Inc.
-1.18%
-$1,166.88 
UBER Uber Technologies, Inc.
-1.17%
-$5,474.68 
LW Lamb Weston Holdings, Inc.
-1.14%
-$482.98 
UNH UnitedHealth Group Incorporated
-1.14%
-$99,843.04 
BABA Alibaba Group Holding Limited SP ADR
-0.93%
-$1,432.73 
BDX Becton, Dickinson and Company
-0.89%
-$52,915.79 
UNP Union Pacific Corporation
-0.67%
-$1,647.05 
AMZN Amazon.com Inc
-0.66%
-$76,570.71 
DHR Danaher Corporation
-0.65%
-$3,109.5 
MDT Medtronic plc
-0.63%
-$47,705.46 
AZN AstraZeneca PLC American Depositary Shares
-0.61%
-$7,202.37 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$168,672.75 
CEG Constellation Energy Corporation
-0.51%
-$586.56 
BN Brookfield Corporation
-0.31%
-$1,328.25 
PKW Invesco BuyBack Achievers ETF
-0.27%
-$3,690.8 
BSX Boston Scientific Corporation
-0.17%
-$870.45 
MBGL Mobility Global Inc
-0.03%
-$4.48 Events
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Dividends
Dividend Analysis
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| Trades 454 | Longs Won 256/454 56% | Profit Factor 2.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $797,423.09 |
| Average Win $217,406.19 | Best Trade (Oct 15) $9.9M | Sharpe Ratio -184.66 |
| Average Loss -$125,420.43 | Worst Trade (Sep 30) -$6.94M | Z-Score 0.4 (31.21%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $67,891.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.58% |
| Consecutive Losing Trades | 1,828 | 1,645 | 1,463 | 1,280 | 1,097 | 914 | 731 | 548 | 366 | 183 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,799 | $8.53M | $11.65M | - | $3.12M | 36.55% | +0.825% |
| ABBV AbbVie Inc. | 777 | $145,036.81 | $221,149.74 | - | $76,112.93 | 52.48% | +0.43% |
| ACN Accenture plc Class A | 55,448 | $17.07M | $12.54M | - | -$4.53M | -26.54% | +0.56% |
| ADBE Adobe Inc. | 555 | $199,584.57 | $135,827.92 | - | -$63,756.65 | -31.94% | -2.756% |
| ADI Analog Devices, Inc. | 16,326 | $3.49M | $6.65M | - | $3.15M | 90.31% | +0.785% |
| ALLE Allegion plc | 21,657 | $2.85M | $3.38M | - | $532,090 | 18.68% | +0.205% |
| AMAT Applied Materials, Inc. | 134 | $96,882 | $55,888.72 | - | -$40,993.28 | -42.31% | -3.007% |
| AMGN Amgen Inc. | 370 | $96,823.64 | $161,142.4 | - | $64,318.76 | 66.43% | +0.343% |
| AMZN Amazon.com Inc | 45,851 | $10.16M | $11.6M | - | $1.45M | 14.24% | -0.656% |
| ANET Arista Networks, Inc. | 1,376 | $180,297 | $247,019.52 | - | $66,722.52 | 37.01% | -3.265% |
| AVGO Broadcom Inc. | 9,124 | $3.13M | $3.05M | - | -$84,823.64 | -2.71% | -2.913% |
| AZN AstraZeneca PLC American Depositary Shares | 7,096 | $1.34M | $1.18M | - | -$164,433.71 | -12.27% | -0.609% |
| BABA Alibaba Group Holding Limited SP ADR | 1,391 | $169,707.7 | $153,149.1 | - | -$16,558.6 | -9.76% | -0.927% |
| BAC Bank of America Corporation | 4,532 | $249,804.59 | $236,230.5 | - | -$13,574.09 | -5.43% | +0.822% |
| BDX Becton, Dickinson and Company | 30,676 | $4.99M | $5.89M | - | $904,002.6 | 18.13% | -0.89% |
| BLK BlackRock, Inc. | 700 | $707,539.17 | $794,297 | - | $86,757.83 | 12.26% | +1.243% |
| BN Brookfield Corporation | 11,550 | $421,392 | $423,827.25 | - | $2,435.25 | 0.58% | -0.312% |
| BNY BlackRock New York Municipal Income Trust | 8,817 | $680,127 | $1.26M | - | $582,820.08 | 85.69% | +0.809% |
| BRK-B Berkshire Hathaway Inc. | 1,760 | $900,317.81 | $931,427.2 | - | $31,109.39 | 3.46% | +0.673% |
| BSX Boston Scientific Corporation | 11,606 | $1.07M | $511,418.39 | - | -$557,746.18 | -52.17% | -0.17% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Herve Fayolle?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $4.42M, TotalEnergies SE - $976,165, Cisco Systems, Inc - $940,406.88, Medtronic plc - $744,861.91, and SPDR S&P 500 ETF Trust - $457,394.8. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: The Magnum Ice Cream Company N.V - $9.55M, Comcast Corp - $962,528.76, ICON plc - $453,198.41, ConocoPhillips - $151,461.12, and Nike, Inc. - Class B - $125,964.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Herve Fayolle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.46M earned over time. The largest contributors to dividend income include Accenture plc Class A - $565,779.22, Medtronic plc - $521,872.83, TotalEnergies SE - $463,688.55, SPDR S&P 500 ETF Trust - $456,491.39, and UnitedHealth Group Incorporated - $315,700.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Herve Fayolle's monthly returns?
Herve Fayolle's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Herve Fayolle's strategy be considered aggressive or moderate?
Herve Fayolle's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Herve Fayolle's strategy?
Herve Fayolle's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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