QUAERO CAPITAL has hired Mark Burges Watson as Head of Institutional for the UK. He will be in charge of promoting QUAERO CAPITAL’s strategies to institutional and wholesale clients in UK market, working in conjunction with Henry Pollard. Prior to joining QUAERO CAPITAL, Mark Burges Watson was CEO & Board Director of Haitong International Securities Group in London.
Geneva-based specialist asset manager QUAERO CAPITAL has seen its thematic fund Quaero Capital Funds (Lux) – Accessible Clean Energy A USD ranked Nr 1 in Europe over 5 years by the Refinitiv Lipper Fund Awards Europe 2021 in the “Equity Theme – Alternative Energy” category.
QUAERO CAPITAL has seen its thematic funds Quaero Capital Funds (Lux) -Accessible Clean Energy A USD and Quaero Capital Funds (Lux) – Infrastructure Securities A EUR recognised by the Refinitiv Lipper Fund Awards Switzerland 2021 as the best Swiss funds over 5 years and 3 years respectively in the “Equity Theme – Alternative Energy” and “Equity Theme – Infrastructure” categories.
QUAERO CAPITAL has recruited Sophie Bigeard as Head of Multi-Asset Strategies for its French subsidiary Quaero Capital (France) SAS. She will be in charge of developing and managing Multi-Asset mandates for French institutional clients. Before joining QUAERO CAPITAL, Sophie Bigeard was Head of UCITS Analysis and Selection for the OFI Group.
QUAERO CAPITAL has hired Eric Daniel as Fund Manager. Supported by two dedicated analysts, he is in charge of managing the Global Convertible Bonds strategy launched in May. Prior to joining QUAERO CAPITAL, Eric Daniel was a Partner with London-based alternative asset manager Tyndaris, where he co-managed a similar fund.
QUAERO CAPITAL scored an ‘A+’ rating for ‘Strategy & Governance’ in the 2020 PRI Annual Assessment Report, reflecting a continued investment in sustainable investment.
QUAERO CAPITAL has hired Daniel Ritz as Head of Business Development for the Swiss German region. He will be in charge of promoting QUAERO CAPITAL’s strategies to institutional and wholesale clients in Swiss German Switzerland and Liechtenstein. Prior to joining QUAERO CAPITAL, Daniel Ritz was Institutional Sales & Relationship Manager at the Fintech Lykke Corp.Read more
Portfolio management and client service to our clients
In these challenging times, we maintain the view we expressed last week (please see here). Basically, the news flow from this pandemic continues to deteriorate and the extraordinary measures taken by governments are likely to create much uncertainties and volatility in the short term anyway. Whereas it remains extremely difficult to make any meaningful forecasts, it seems to be a very violent but time limited shock to the world economy. Our conviction is therefore that fundamentals will be the determining aspect of the recovery. This should be a positive for active management and reinforces the relevance of our boutique “away from the crowds” investment model.
We would like to keep you up to date with our thinking in this period of extreme volatility and give you a quick update on our funds at QUAERO CAPITAL. In the fog of war, it is extremely hazardous to make any prediction and invariably, these tend to be highly contextual or misguided in a shock such as the one we have experienced this quarter.
We can however make a number of observations that we hope will be useful to our clients.
A new academic study, conducted by Professor Andrew Clare of the Cass Business School, reveals a so-called “boutique premium” in the European fund industry. This means that smaller boutique asset managers offer added value in terms of performance against large competitors in certain asset classes.