Recording is now available – Mid-Year Conference Call – Quaero Capital Small Caps

Following the invitation we sent you on 5 July, we hope you enjoyed the call held on 10 July hosted by Philip Best and Marc Saint John Webb, managers of the Argonaut and the Smaller European Companies funds.

You can now listen to the recording of the call by clicking on the button below.

Should you have questions, please do not hesitate to contact us.

Slides Conference call

Recorded audio file

Investors consider the possibilities of a proposed $200bn US infra spend

Copyright: Austrini. CC BY 2.0
  • Major US Infrastructure networks overhaul planned if legislation passes
  • Infrastructure equities provide proven benefits to investors
  • Private finance and privatisation likely to be required
  • Will experienced, foreign operators be able to access the build-out?

The US government’s ambitious plan to overhaul the country’s infrastructure networks over the next decade provide a huge opportunity for investors, but uncertainties abound: how much of the proposed legislative framework will eventually be voted through, how to buy into what assets. and how much access foreign operators will be able to secure.

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QUAERO CAPITAL opens new London office

Copyright: Colin. Creative Commons CC BY-SA-4.0

QUAERO CAPITAL has moved to new offices in London’s West End following its recent merger with Asian fund management specialist Tiburon Partners.

The firm’s decision is based on the expansion of QUAERO following the deal with Tiburon whose staff have moved to the new office in King Street. They have been joined by the existing London based QUAERO staff who, until recently, like the Tiburon staff, had offices close to the new location. The enlarged entity is already trading under the QUAERO CAPITAL brand.

The new office underpins QUAERO’s commitment to the UK with a newly created single business which is managing some EUR2.1billion. In line with their shared boutique philosophy the combined business will remain 100% employee owned and continues to focus on highly concentrated, actively managed, value strategies.

QUAERO CAPITAL CEO Jean Keller said, “We are delighted to be working with our new colleagues in great offices, in an excellent location. We have joined forces with other excellent value specialists whose skills and expertise – in Japanese and Asian equities – are wholly complementary. We are also excited to have a substantial presence in London – one of the key centres for investment talent in the world.”

 

Value investing in Swiss small and mid-sized companies

Photo: Alps

Can you explain the strategy? What sets you apart from other managers in this space?

At QUAERO CAPITAL we believe that the best returns are often to be found in the companies that are the least well-followed. In spite of the fact that there are only 247 shares quoted on the SIX exchange, there are over 60 companies where there is no research coverage. Many of these companies are small and liquidity problems can deter larger fund managers. QUAERO CAPITAL can use its size to our advantage and invest in companies where others cannot.

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