Valentin François

Valentin François is a Global Equity Portfolio Manager at Montpensier Arbevel, where he co-founded and manages Pluvalca Global Blockchain Equity, a small and mid-cap international equity fund launched in late 2022, and co-manages Pluvalca Global Trends. The fund holds an SRI 5-star rating and invests exclusively in listed equities, with no exposure to crypto-assets. Its portfolio is structured around four sub-themes: digital assets and tokenisation, blockchain infrastructure, blockchain-as-a-service, and NFTs and the metaverse. The investment universe targets companies that fall into two primary categories: blockchain-native businesses that generate the majority of their revenue from the technology, and facilitators that enable its deployment within more traditional organisations. Tokenisation — the process of representing traditional assets such as equities, bonds, real estate, or fund units on a blockchain — is a focus area, as is the stablecoin segment, including monitoring the anticipated IPO of Circle.

Prior to joining Montpensier Arbevel in June 2022, François spent over six years at ODDO BHF. He served as a Buy-side Analyst covering Tech and FinTech from January 2016 to November 2021, before being appointed Global Equity Portfolio Manager to co-manage the ODDO BHF Future of Finance fund, which held approximately €100 million in assets under management. He also served as a Blockchain Board Member at ODDO BHF from September 2021 to June 2022. Earlier in his career, he held a Performance Analyst role at ODDO BHF from July to December 2015. His total experience in the investment industry spans over ten years. He completed a Grande École programme, though the specific institution is not detailed in available sources.