Investment Solutions for Every Profile

BDL Capital Management offers a range of fund strategies designed to meet the distinct objectives of retail investors, professional investors, and institutional clients. Each solution is built on the same rigorous fundamental analysis that has defined our approach for over 20 years. Below is an overview of access tiers to help you identify the solution best suited to your profile and investment horizon.

Retail Investor Access

From €1,000

Designed for individual savers looking to invest in professionally managed equity funds through their bank or wealth adviser, with full regulatory protections applicable to retail investors.

  • Access to BDL Convictions Long Only Fund
  • Full KIID and prospectus documentation
  • Quarterly investor letters
  • Distribution via authorised intermediaries
  • Eligible for select European distribution markets
Choose Plan

Professional Investor Access

From €100,000

Suited to professional investors, family offices, and wealth management advisers seeking both Long Only and Long Short strategies with a broader range of share classes and reporting.

  • Access to BDL Rempart Long Short Fund
  • Access to BDL Convictions Long Only Fund
  • Dedicated relationship manager
  • Detailed monthly fund reporting
  • Access to full fund range including specialised strategies
Choose Plan

Institutional Partnership

Upon request

Tailored for insurance companies, pension funds, mutual insurance companies, and other institutional investors requiring customised reporting, dedicated account management, and bespoke investment solutions.

  • Full access to all BDL Capital Management strategies
  • Bespoke reporting and portfolio transparency
  • Direct access to portfolio management team
  • ESG documentation and engagement reporting
  • Dedicated institutional client service team
Choose Plan