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:
18.43%
Gain +0.45%
Monthly
0.85%
Yearly
10.69%
Drawdown
19.04%
$223.35M
Equity
Holdings
$223.35M
Investment
$192.52M
$33.96M
Profit +$973,230.12
Realized
$3.14M
Unrealized
$30.83M
Dividends
$3.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$973,230.12
Win %
61%
This Week
Compared To Last Week
Gain
0.44%
Profit
$973,230.12
Win %
61%
This Month
Compared to last month
Gain
2.44%
Profit
$5.31M
Win %
61%
This Year
Compared to last year
Gain
6.58%
Profit
$13.63M
Win %
57%
AMZN Amazon.com Inc
+15.32%
+$1.72M 
GOOG Alphabet Inc
+6.88%
+$196,921.81 
GOOGL Alphabet Inc
+6.73%
+$1.49M 
ANET Arista Networks, Inc.
+5.46%
+$12,838.09 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$9,452.42 
SNPS Synopsys, Inc.
+4.41%
+$226,537.12 
META Meta Platforms Inc Class A
+3.28%
+$37,110.3 
MSFT Microsoft Corp.
+3.02%
+$586,912.61 
NVDA NVIDIA Corporation
+2.93%
+$156,220.08 
FSLR First Solar, Inc.
+2.44%
+$2,128.48 
CSCO Cisco Systems, Inc.
+2.14%
+$112,990.14 
PANW Palo Alto Networks, Inc.
+1.89%
+$10,467.3 
CRM Salesforce Inc
+1.83%
+$92.68 
ZTS Zoetis Inc.
+1.66%
+$3,943.8 
ACN Accenture plc Class A
+1.61%
+$120,199.35 
BSX Boston Scientific Corporation
+1.59%
+$8,472.38 
CMCSA Comcast Corp
+1.23%
+$3,009.04 
HONA Honeywell Aerospace Inc.
+1.18%
+$607.42 
AMAT Applied Materials, Inc.
+1.18%
+$790.6 
ADBE Adobe Inc.
+1.01%
+$1,882.51 
TTE TotalEnergies SE
+0.95%
+$124,859.54 
UNP Union Pacific Corporation
+0.92%
+$2,680.69 
MCD McDonald's Corporation
+0.82%
+$2,824.81 
TSLA Tesla, Inc.
+0.76%
+$641.91 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$210,941.83 
CAT Caterpillar Inc.
+0.7%
+$124.74 
CARR Carrier Global Corporation
+0.68%
+$1,057.56 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$354.62 
AVGO Broadcom Inc.
+0.37%
+$12,935.52 
PG Procter & Gamble Co
+0.37%
+$4,953.91 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,681.62 
BAC Bank of America Corporation
+0.36%
+$472.78 
MRK Merck & Co., Inc.
+0.32%
+$998.78 
VSNT Versant Media Group, Inc.
+0.28%
+$3.2 
JPM JPMorgan Chase & Co.
+0.27%
+$2,438.36 
ALLE Allegion plc
+0.22%
+$7,301.33 
JNJ Johnson & Johnson
+0.21%
+$772.21 
ADI Analog Devices, Inc.
+0.2%
+$12,636.81 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2,204.23 
XYL Xylem Inc.
+0.13%
+$90 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$1,476.23 
BDX Becton, Dickinson and Company
+0.1%
+$5,383.9 
WMT Walmart Inc.
+0.09%
+$166.2 
DIS The Walt Disney Company
+0.03%
+$899.22 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$901,919.16 
LIN Linde plc
-5.95%
-$32,559.77 
FNV Franco-Nevada Corporation
-3.81%
-$15,614 
ABBV AbbVie Inc.
-2.51%
-$5,027.19 
LW Lamb Weston Holdings, Inc.
-1.87%
-$779 
UNH UnitedHealth Group Incorporated
-1.68%
-$160,369.04 
LRCX Lam Research Corporation
-1.58%
-$893 
NKE Nike, Inc. - Class B
-1.37%
-$10,620.96 
ICLR ICON plc
-1.18%
-$26,028.67 
SRE Sempra
-1.15%
-$801.34 
LOW Lowe's Companies Inc.
-1.08%
-$917.08 
KO The Coca-Cola Company
-1.02%
-$3,088.8 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$10,145.6 
WAT Waters Corporation
-0.79%
-$1,560.77 
SPGI S&P Global Inc.
-0.74%
-$46,605.82 
MA Mastercard Incorporated
-0.74%
-$1,776.5 
BLK BlackRock, Inc.
-0.73%
-$5,107.19 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$1,439.62 
AMGN Amgen Inc.
-0.64%
-$1,242.49 
MSCI MSCI Inc.
-0.61%
-$1,050 
DHR Danaher Corporation
-0.61%
-$7,159.04 
LLY Eli Lilly and Company
-0.53%
-$3,114.04 
PEP PepsiCo, Inc.
-0.46%
-$1,448.32 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,027.89 
HD The Home Depot, Inc.
-0.42%
-$383.65 
MDT Medtronic plc
-0.37%
-$32,236.16 
CEG Constellation Energy Corporation
-0.31%
-$153.09 
COST Costco Wholesale Corporation
-0.24%
-$640.67 
V Visa Inc. Class A
-0.04%
-$4,663.21 
UBER Uber Technologies, Inc.
-0.01%
-$50.77 Events
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Dividends
Dividend Analysis
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No Data
| Trades 395 | Longs Won 219/395 55% | Profit Factor 3.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $776,138.08 |
| Average Win $230,546.87 | Best Trade (Aug 05) $12.33M | Sharpe Ratio -9.18 |
| Average Loss -$93,737.08 | Worst Trade (Aug 02) -$7.36M | Z-Score -0.07 (5.36%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $85,978.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% |
| Consecutive Losing Trades | 2,381 | 2,143 | 1,905 | 1,667 | 1,429 | 1,190 | 952 | 714 | 476 | 238 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 36,783 | $9.29M | $11.36M | - | $2.08M | 22.38% | -7.354% |
| ABBV AbbVie Inc. | 777 | $145,036.81 | $194,980.38 | - | $49,943.57 | 34.44% | -2.513% |
| ACN Accenture plc Class A | 45,703 | $15.29M | $7.58M | - | -$7.7M | -50.39% | +1.611% |
| ADBE Adobe Inc. | 750 | $286,644.86 | $187,807.5 | - | -$98,837.36 | -34.48% | +1.013% |
| ADI Analog Devices, Inc. | 17,077 | $3.65M | $6.27M | - | $2.62M | 71.77% | +0.202% |
| ALLE Allegion plc | 21,475 | $2.82M | $3.38M | - | $560,232.94 | 19.87% | +0.216% |
| AMAT Applied Materials, Inc. | 134 | $96,882 | $68,027.78 | - | -$28,854.22 | -29.78% | +1.176% |
| AMGN Amgen Inc. | 501 | $131,104.45 | $192,965.16 | - | $61,860.71 | 47.18% | -0.64% |
| AMZN Amazon.com Inc | 47,542 | $10.53M | $12.91M | - | $2.38M | 22.61% | +15.321% |
| ANET Arista Networks, Inc. | 1,376 | $180,297 | $248,161.61 | - | $67,864.61 | 37.64% | +5.456% |
| AVGO Broadcom Inc. | 8,983 | $3.09M | $3.5M | - | $411,443.19 | 13.33% | +0.371% |
| AZN AstraZeneca PLC American Depositary Shares | 5,968 | $1.16M | $1.01M | - | -$143,822.42 | -12.44% | -0.992% |
| BABA Alibaba Group Holding Limited SP ADR | 1,594 | $199,463.38 | $194,866.5 | - | -$4,596.88 | -2.3% | +5.098% |
| BAC Bank of America Corporation | 2,149 | $120,097.77 | $133,130.55 | - | $13,032.78 | 10.85% | +0.356% |
| BDX Becton, Dickinson and Company | 31,670 | $5.16M | $5.25M | - | $80,324.77 | 1.56% | +0.103% |
| BLK BlackRock, Inc. | 640 | $644,041.77 | $697,849.61 | - | $53,807.84 | 8.35% | -0.727% |
| BNY BlackRock New York Municipal Income Trust | 8,817 | $680,127 | $1.38M | - | $698,234.61 | 102.66% | +0.16% |
| BRK-B Berkshire Hathaway Inc. | 2,517 | $1.3M | $1.29M | - | -$15,934.76 | -1.22% | +0.365% |
| BSX Boston Scientific Corporation | 11,606 | $1.07M | $542,348.38 | - | -$526,816.19 | -49.27% | +1.587% |
| BUD Anheuser-Busch InBev S.A. ADR | 1,043 | $52,432.4 | $90,198.64 | - | $37,766.24 | 72.03% | +0.395% |
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Option values are updated at end of day.
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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 - $3.95M, Cisco Systems, Inc - $892,835.22, TotalEnergies SE - $608,499.29, Medtronic plc - $539,052.85, and SPDR S&P 500 ETF Trust - $382,782.24. 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: Comcast Corp - $965,952.84, ICON plc - $453,198.41, ConocoPhillips - $151,461.12, Nike, Inc. - Class B - $105,354.82, and Amazon.com Inc - $89,745.57. 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 $3.79M earned over time. The largest contributors to dividend income include Accenture plc Class A - $470,963.14, Medtronic plc - $449,341.47, SPDR S&P 500 ETF Trust - $381,878.83, TotalEnergies SE - $309,494.72, and UnitedHealth Group Incorporated - $263,075.77. 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.
