Mind & Machine
A partnership between Kepler Cheuvreux and Unigestion, combining advanced AI and human expertise to reshape equity investment.
Who we are
Kepler Unigestion specialises in quantitative strategies for public equities.
Kepler Unigestion was formed in 2025 as a partnership between Kepler Cheuvreux and Unigestion. The new Company brings together Unigestion’s 30 years of experience in advanced portfolio management – which employs the latest artificial intelligence techniques and human expertise – with Kepler Cheuvreux’s extensive global research and distribution platform.
The new Company, which manages some EUR 3bn in assets, represents a major milestone in the shared ambition of both groups: the creation of a leading player in the liquid asset management market.
Kepler Unigestion is built on a common foundation between Kepler Cheuvreux and Unigestion: a strong historical presence in equity markets, deep institutional expertise, a longstanding multi-local presence, and an entrepreneurial spirit focused on innovation. It offers a powerful combination of innovation and global strength, bringing significant benefits to existing and new clients.
What we do
Defensive equities
We specialise in risk-managed, disciplined equity portfolios tailored for investors who prioritise capital protection in turbulent markets while seeking steady, long-term returns.
Our strategy is built on a disciplined approach, leveraging stable fundamentals, efficient portfolio construction and advanced AI-driven risk management.
This 360-degree risk-management process ensures a well-diversified, high-quality portfolio focused on defensive stocks with strong fundamentals and attractive valuations. The result is a resilient and understandable strategy. We regularly monitor economic indicators, market volatility, and sector-specific risks to adjust exposures when needed.
Our investment team combines quantitative models with qualitative portfolio reviews to ensure alignment with market conditions and investor goals, while avoiding unnecessary concentration or style drift.
Core AI equities
Our Core AI portfolios harness our advanced machine-learning expertise to deliver best-in-class stock selection and enhanced diversification for investors seeking both outperformance and predictability.
AI sifts through vast sets of data, identifying critical patterns and macro-economic influences, beyond only stock-specific data, that are challenging for humans to see. With this intelligence, we generate scores for every stock and design model portfolios optimised for future returns, all the while integrating AI-defined style premia to maximise performance.
We do not rely on AI alone. Human oversight remains a critical element of our strategy. Our experienced team continuously undertakes stock reviews, monitors newsflow, liquidity, concentration and exercises discretion when needed, ensuring our portfolios stay ahead of the curve while adhering to sound investment principles.
How we invest
We focus on building resilient, flexible portfolios guided by four key principles.
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Mind and machine
Combining expert judgment with advanced technology to assess the full spectrum of risk and return drivers.
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Market insight and consistency
Employing a deep understanding of market risk factors, supported by a disciplined, repeatable process.
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Dynamic strategy adjustments
Utilising macro, sentiment, and valuation indicators to fine-tune style allocation and manage market risk.
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ESG integration and engagement
Embedding ESG principles into portfolio construction and proactively engaging with portfolio companies
Why Kepler Unigestion
We combine AI, in-depth fundamental research, disciplined risk management, and global perspectives rooted in local expertise, to support informed decisions, resilient portfolios, and outcomes aligned with investor objectives.
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Artificial
intelligenceKepler Unigestion's investment process goes beyond the traditional application of quantitative models focused on backward-looking statistics.
We apply algorithms capable of identifying non-linear patterns, adapting to evolving market dynamics, and uncovering signals often missed by conventional approaches.
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Fundamental research capabilities
We harness Kepler Cheuvreux’s state-of-the-art fundamental research platform, powered by 130 equity analysts across 14 offices worldwide.
By integrating this deep human expertise with machine learning, we can combine data-driven precision with contextual insight. This helps us unlock differentiated investment opportunities and enhances performance potential.
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Strong risk management
We analyse and deconstruct risks using advanced quantitative models, that integrate stock price analysis, top-down macro indicators and fundamental analysis.
This robust multi-layered approach underpins our portfolios’ resilience - delivering capital protection characteristics and consistent behaviour across market regimes.
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Global reach, local expertise
Kepler Unigestion draws on Kepler Cheuvreux’s unique multi-local presence to deliver in-depth, regionally grounded research and tailored client service.
With teams embedded in key financial centres across Europe, the United States, and the Middle East, we provide clients with access to local market intelligence and a deep understanding of regional dynamics, ensuring close alignment with their evolving needs.
Research-focused
We actively seek out risks and opportunities through a comprehensive analysis of stocks, sectors, countries, and themes.
Our approach combines quantitative models with a qualitative assessment, providing a forward-looking perspective that mitigates the inherent limitations of quantitative methods.
We leverage the respective research strengths of both Unigestion and Kepler Cheuvreux, combining three decades of cutting-edge expertise with a leading research platform.
If you would like to know more, please reach out to:
clientrelations@keplerunigestion.com
Responsible investment
Our 360-degree risk management process works to uncover all dimensions of risk, including ESG factors, which can significantly impact a company’s risk profile. We integrate a four-pillar approach to assessing ESG risks and opportunities in our investment process: Norm-based screening, exclusionary screening, ESG guidelines and active ownership.
Our team
Our seasoned team has honed its expertise in financial markets over several decades, navigating market cycles and bringing a deep understanding of macroeconomic and geopolitical trends to our investment process.
We apply this knowledge to all our portfolios, blending quantitative analysis and fundamental expertise in order to deliver attractive returns to clients.
