SGAM_Vortrag_Lasnier de Lavette - FONDS professionell

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Why is luxury a core investment?4 - Strong barriers to entry 3/3[ Luxury & Lifestyle Strategy ]Many brands but few companies:LVMH Richemont Gucci− Louis Vuitton− Christian Dior− Fendi− Celine− Loewe− Donna Karan− Kenzo− Tag Heuer− Marc Jacobs− Givenchy- Cartier- Dunhill- Mont Blanc- Van Cleef & Arpels- Piaget- Baume & Mercier- Vacheron Constantin- Chloé- Shanghai Tang- Panerai- Gucci- Yves Saint Laurent- Boucheron- Bottega Veneta- Sergio Rossi- Alexander McQueen- Stella McCartney- BalenciagaJanuary 08Société Générale Asset Management14
[ Luxury & Lifestyle Strategy ] Gross performances as of the end of December (in EUR)Cumulated performances (EUR)SGAM Invest Secteur Luxe1 year1,62 %3 years51,38 %5 years109,26 %Since creation(10/15/2002)103,29 %MSCI WLD TEXT. APP. & LUX. GOODS (PI) – indice 1-2,79 %39,47 %93,44 %88,91 %MSCI World (ND) – indice 2-1,66 %33,25 %57,10 %48,62 %24022020018016014012010080Cumulated performances as of December 2007, 31st+203,29 %+188,91 %+148,62 %15/10/200215/01/200315/04/200315/07/200315/10/200315/01/200415/04/200415/07/200415/10/200415/01/200515/04/200515/07/200515/10/200515/01/200615/04/200615/07/200615/10/200615/01/200715/04/200715/07/200715/10/2007Fonds MSCI WLD TEXT, APP, & LUX, GOODS (PI) MSCI WORLD (ND)Source: SGAM – reporting – Gross performances in euro - graph: cumulated gross performances since creation.January 08Société Générale Asset Management15
Page 2: Luxury: a core investment with its
Page 5 and 6: Why is luxury a core investment?
Page 7 and 8: Top 10 holdings margin growth[ Luxu
Page 9 and 10: What is Luxury?Who buys luxury good
Page 11 and 12: Why is luxury a core investment?3 -
Page 13: Why is luxury a core investment?4 -
Page 17 and 18: 2008 Luxury Sector Outlook
Page 19 and 20: [ Luxury & Lifestyle Strategy ]Oct-
Page 21 and 22: Attractive Luxury Companies’ Valu
Page 23 and 24: Organic Luxury Sales Growth[ Luxury
Page 25 and 26: A dedicated team[ Luxury & Lifestyl
Page 27 and 28: …More diversified in terms of sec
Page 29 and 30: [ Luxury & Lifestyle Strategy ] Cha
Page 31 and 32: Disclaimer[ Luxury & Lifestyle Stra
Page 33: SGAM Invest Secteur Luxe: detailed

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