New Alpha Asset Management (AM), a member of La Française (the asset management division of Crédit Mutuel Alliance Fédérale), is pleased to announce the integration of ALLSTRAT, an investment team specialized in the financing of companies operating in the defense sector and in promoting industrial sovereignty.
The onboarding of this new team aligns perfectly with the core values of New Alpha AM, whose mission is to identify and develop the best asset management talents to meet market demands. For close to twelve months and in the interest of professional investors, ALLSTRAT has been fine-tuning its expertise in the defense sector.
A strategic opportunity in a changing geopolitical context
In light of the significant increase in European defense budgets (over 30% in real terms from 2021 to 2024, reaching €326 billion in 2024[1]), the industrial capacities of the sector are reaching saturation, confirming the relevance and necessity of such financing solutions.
Industrial assets and dual-use technologies, under the radar for the general public, offer significant growth potential and attractive valuations. The investment team will pay special attention to France, recognized for the quality of its business ecosystem and government-backed industrial support policies.
A dedicated and expert investment team
ALLSTRAT’s investment team includes Éric Gaillat, Rainier Brunet-Guilly, Adrien Ramesan and Sylvain Makaya. They will be supported by a Strategic and Operational Committee of recognized sector experts.
This activity is aligned with the Defense & Security sector policy as well as the ESG commitments of the Crédit Mutuel Alliance Fédérale group[2]. It will be directly overseen by Antoine Rolland, Managing Partner and Chief Investment Officer of New Alpha AM. Antoine stated, "Welcoming the ALLSTRAT team is consistent with New Alpha AM's mission: to discover and nurture talent in the investment field. Our success in supporting finance entrepreneurs, particularly in the private equity space with our past successful experience in Growth Equity a few years ago, has reinforced the relevance of our model. We now aim to leverage this expertise in the interest of a strategic sector, by addressing the financing and development capital needs of defense companies contributing to industrial sovereignty."
Building on New Alpha AM’s success in Private Equity
New Alpha AM has been a pioneer in asset management and Fintech incubation since 2009. The company has achieved success by identifying, funding and supporting high-potential entrepreneurial projects. Its expertise is recognized globally, particularly through the management of emerging-manager programs on behalf of leading institutions in the United States, namely two public pension funds.
In France, New Alpha AM launched the first venture capital investment vehicle dedicated to French and European Fintechs back in 2015, and it has since established a significant presence in this ecosystem. Additionally, New Alpha AM successfully supported a growth equity investment vehicle from 2017 to 2023, which raised €140 million in its inaugural year.
New Alpha AM is also a strategic contributor to a nation-wide initiative supported by 17 large institutional investors to accelerate innovative investment managers in France and Europe. In doing so, New Alpha AM has raised €1.18 billion and supported 44 management firms.
