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:
1.64%
Gain
Monthly
0.09%
Yearly
1.06%
Drawdown
19.09%
$211.44M
Equity
Holdings
$211.44M
Investment
$192.52M
$22.02M
Profit -$2.44M
Realized
$3.1M
Unrealized
$18.92M
Dividends
$3.85M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.44M
Win %
58%
This Week
Compared To Last Week
Gain
0.13%
Profit
$275,838.83
Win %
58%
This Month
Compared to last month
Gain
2.41%
Profit
$4.97M
Win %
58%
This Year
Compared to last year
Gain
0.99%
Profit
$1.93M
Win %
56%
HONA Honeywell Aerospace Inc.
+3.2%
+$1,672.91 
MRK Merck & Co., Inc.
+3.02%
+$9,402.96 
TTE TotalEnergies SE
+2.3%
+$272,283.73 
CSCO Cisco Systems, Inc.
+1.88%
+$95,785.88 
JNJ Johnson & Johnson
+1.83%
+$6,658.48 
PANW Palo Alto Networks, Inc.
+1.78%
+$10,739.62 
ABBV AbbVie Inc.
+1.57%
+$3,100.23 
LLY Eli Lilly and Company
+1.17%
+$6,929.15 
WMT Walmart Inc.
+1.04%
+$1,991.08 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$12,899.62 
UNP Union Pacific Corporation
+0.97%
+$2,906.58 
SRE Sempra
+0.88%
+$637.96 
UNH UnitedHealth Group Incorporated
+0.79%
+$75,534.39 
JPM JPMorgan Chase & Co.
+0.78%
+$6,926.01 
LW Lamb Weston Holdings, Inc.
+0.65%
+$237.59 
BAC Bank of America Corporation
+0.63%
+$838.11 
PG Procter & Gamble Co
+0.62%
+$8,786.18 
MDT Medtronic plc
+0.4%
+$33,243.54 
AZN AstraZeneca PLC American Depositary Shares
+0.38%
+$3,819.52 
LIN Linde plc
+0.37%
+$2,103.59 
ZTS Zoetis Inc.
+0.31%
+$751.2 
FNV Franco-Nevada Corporation
+0.28%
+$1,036 
XYL Xylem Inc.
+0.27%
+$204 
AMGN Amgen Inc.
+0.27%
+$493.49 
HD The Home Depot, Inc.
+0.22%
+$215.28 
CMCSA Comcast Corp
+0.14%
+$363.16 
CARR Carrier Global Corporation
+0.1%
+$176.26 
BDX Becton, Dickinson and Company
+0.07%
+$3,800.4 
COST Costco Wholesale Corporation
+0.02%
+$51.7 
ALLE Allegion plc
+0.01%
+$429.5 
CEG Constellation Energy Corporation
+0.01%
+$5.18 
PKW Invesco BuyBack Achievers ETF
0%
+$46.13 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNPS Synopsys, Inc.
-10.15%
-$583,852.86 
META Meta Platforms Inc Class A
-5.7%
-$79,510.2 
AMAT Applied Materials, Inc.
-5.03%
-$3,781.48 
ACN Accenture plc Class A
-3.03%
-$200,407.2 
LRCX Lam Research Corporation
-2.96%
-$1,807.85 
UBER Uber Technologies, Inc.
-2.95%
-$11,093.25 
TSLA Tesla, Inc.
-2.78%
-$2,955.28 
ANET Arista Networks, Inc.
-2.65%
-$6,136.96 
GOOGL Alphabet Inc
-2.54%
-$596,383.8 
GOOG Alphabet Inc
-2.48%
-$75,356.76 
FSLR First Solar, Inc.
-2.48%
-$2,230.24 
MSFT Microsoft Corp.
-2.36%
-$408,067.88 
BABA Alibaba Group Holding Limited SP ADR
-2.29%
-$4,287.86 
KO The Coca-Cola Company
-2.29%
-$6,658.08 
BNY BlackRock New York Municipal Income Trust
-2.23%
-$31,697.12 
NVDA NVIDIA Corporation
-2.08%
-$117,917.29 
ADI Analog Devices, Inc.
-1.86%
-$121,075.93 
V Visa Inc. Class A
-1.83%
-$222,184.37 
TMO Thermo Fisher Scientific Inc.
-1.78%
-$7,947.28 
MSCI MSCI Inc.
-1.63%
-$3,111 
WAT Waters Corporation
-1.62%
-$3,199.86 
MA Mastercard Incorporated
-1.57%
-$3,619.88 
AVGO Broadcom Inc.
-1.47%
-$49,406.41 
SPGI S&P Global Inc.
-1.36%
-$94,653.69 
DIS The Walt Disney Company
-1.23%
-$36,718.15 
BLK BlackRock, Inc.
-1.11%
-$7,700.83 
ICLR ICON plc
-0.87%
-$19,588 
BSX Boston Scientific Corporation
-0.78%
-$4,062.1 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$226,744.64 
CRM Salesforce Inc
-0.73%
-$35.28 
DHR Danaher Corporation
-0.72%
-$8,903.68 
VSNT Versant Media Group, Inc.
-0.67%
-$7.84 
NKE Nike, Inc. - Class B
-0.55%
-$4,486.44 
AMZN Amazon.com Inc
-0.44%
-$51,820.78 
BUD Anheuser-Busch InBev S.A. ADR
-0.39%
-$333.76 
LOW Lowe's Companies Inc.
-0.38%
-$331.28 
MICC The Magnum Ice Cream Company N.V.
-0.16%
-$332.22 
PEP PepsiCo, Inc.
-0.11%
-$350.76 
AAPL Apple Inc.
-0.06%
-$6,988.77 
CAT Caterpillar Inc.
-0.05%
-$10.34 
ADBE Adobe Inc.
-0.05%
-$82.5 
MCD McDonald's Corporation
-0.01%
-$51.36 Events
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Dividends
Dividend Analysis
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| Trades 395 | Longs Won 209/395 52% | Profit Factor 2.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $795,305.5 |
| Average Win $202,836.93 | Best Trade (Jul 15) $11.35M | Sharpe Ratio -9.84 |
| Average Loss -$109,528.77 | Worst Trade (Jul 15) -$8.59M | Z-Score 2.39 (98.33%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $55,748.27 |
| 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% | 0.02% | 1.97% |
| Consecutive Losing Trades | 1,931 | 1,737 | 1,544 | 1,351 | 1,158 | 965 | 772 | 579 | 386 | 193 |
Hover over the desired column for a detailed explanation.
Returns
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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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