A family approach to investing – building long-term value through European equities

Having founded Katko in 2019, he later launched its long-only equity strategy in 2021, with most of the firm’s assets coming from his father, Denis Dalibot — former chairman of the Supervisory Board of Financière Agache, the Arnault family’s holding company controlling LVMH.

Drawing on two decades in investment management, he discusses how the firm addresses the challenges of an all-equity, high-conviction approach through research, governance and a focus on long-term resilience.