Lettre à Infineon

<!-- wp:image {"id":9110,"width":229,"height":101,"sizeSlug":"large"} --> <figure class="wp-block-image size-large is-resized"><img src="https://www.bdlcm.com/wp-content/uploads/2020/07/langfr-1920px-Infineon-Logo.svg_-1024x452.png" alt="Logo Société Infineon - ESG" class="wp-image-9110" width="229" height="101"/></figure> <!-- /wp:image --> <!-- wp:paragraph --> <p>Dear Sir,<br>BDL Capital Management is an asset management company founded in 2005 and which manages<br>European equity funds invested over long-term horizons on the basis of companies’ fundamentals. BDL<br>Capital Management is currently a shareholder of Infineon.</p> <!-- /wp:paragraph --> <!-- wp:paragraph --> <p><br>Climate change is leading to ever-stricter regulations and new consumption patterns. These<br>developments present opportunities but also risks to European companies’ business models. Tougher<br>financing conditions and asset impairment due to loss of market share as a result of an inadequate<br>environmental policy, are just some of the factors that can negatively influence an enterprise’s intrinsic<br>value. We therefore pay particularly close attention to the ESG policies of the companies in which we<br>invest, and especially their energy transitions strategy.</p> <!-- /wp:paragraph --> <!-- wp:file {"id":9114,"href":"https://www.bdlcm.com/wp-content/uploads/2020/07/Lettre-Infineon-2020.pdf"} --> <div class="wp-block-file"><a href="https://www.bdlcm.com/wp-content/uploads/2020/07/Lettre-Infineon-2020.pdf" target="_blank" rel="noreferrer noopener">Lettre-Infineon - 2020</a><a href="https://www.bdlcm.com/wp-content/uploads/2020/07/Lettre-Infineon-2020.pdf" class="wp-block-file__button" download>Télécharger</a></div> <!-- /wp:file --> <!-- wp:paragraph --> <p></p> <!-- /wp:paragraph -->