François Rochon

The best hedge against inflation is owning companies with unique products that have significant pricing power. If I had been a German investor in 1945, I would have wanted to own equity in Porsche, Beck's, Hugo Boss, Bayer, Braun and Nivea.
— François Rochon
- Country
-
Canada - Type
- 💎 Value Investor
- Company
- Giverny Capital Inc.
- Born
Profile
About François Rochon
⭐ Born: 1957 in Montreal, Quebec, Canada
📍Place of residence: Montreal, Quebec, Canada
📈 Investment style: Value investor
Giverny Capital Inc.
👥 Management: François Rochon (President and Portfolio Manager), Jean-Philippe Bouchard (Vice-President and Portfolio Manager), Nicolas LÉcuyer (Business Development Director & Partner), Karine Primeau (Vice-President, Client services & Associate)🏢 Location: Montreal, Quebec, Canada
💼 Industry: Investment company
His life
Francois Rochon is President and Portfolio Manager of Giverny Capital Inc. of Montreal.
He studied engineering at the École Polytechnique de Montreal. After receiving his masters degree (in science), he worked as a researcher and network engineer for INRS-Telecom and Teleglobe Canada.
After his lifelong passion for investing, he decided to focus his career on professional money management.
Early life and engineering education
François Rochon, born in Quebec, Canada, studied engineering at the École Polytechnique in Montreal. After completing his masters degree in natural sciences, he worked as a researcher and network engineer for INRS-Telecom and Teleglobe Canada. Even in his early years, Rochon demonstrated not only technical expertise but also a lifelong passion for investing.
The path to Giverny Capital
In the 1980s, Rochon immersed himself in the world of value investing, inspired by greats like Warren Buffett and Benjamin Graham. In 1998, he founded Giverny Capital with the clear goal of creating an investment firm based on value investing principles that would generate long-term value for investors.
Philosophy and approaches
François Rochon is known for his consistent application of the value investing approach. His philosophy focuses on identifying companies whose shares are trading below their intrinsic value. He favors investments in companies with sustainable competitive positions, led by qualified management teams. This conservative, long-term perspective has helped Rochon make successful decisions and generate long-term returns for his investors.
Successes and recognition
François Rochons outstanding achievements earned him recognition in the financial world. Giverny Capital established itself as a top-notch investment firm, and Rochon himself is often praised for his astute analysis and deep understanding of the financial markets. His ability to anticipate market trends and invest in companies with long-term potential led to impressive returns and strengthened investor confidence.
Outlook and legacy
With his wealth of experience and firm conviction in the principles of value investing, François Rochon is optimistic about the future. Giverny Capital continues to pursue a conservative investment strategy focused on long-term growth and value preservation. Rochon himself remains a key figure in the financial industry and is committed to promoting the principles of value investing and inspiring the next generation of investors.
Top 5 Positions View full portfolio
Company | Shares | Market value | Share price |
---|---|---|---|
Berkshire Hathaway Inc. | 503K | $268M | $533 |
Meta Platforms, Inc. | 315K | $182M | $576 |
AMETEK, Inc. | 977K | $168M | $172 |
HEICO Corporation | 742K | $157M | $211 |
The Progressive Corporation | 529K | $150M | $283 |
Recent Transactions View all
Date | Company | Shares change | Transaction type |
---|---|---|---|
Littelfuse, Inc. | -111 | SELL | |
Berkshire Hathaway Inc. | +3 | BUY | |
Bank OZK | -2.9K | SELL | |
Analog Devices, Inc. | -435 | SELL | |
Brown & Brown, Inc. | -206 | SELL |