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

    Notifications