QUAERO CAPITAL wins best European Equity fund award in Spain

The Quaero Capital Funds (Lux) – Smaller European Companies fund was designated best “European Equity” fund in Spain in the XIXth edition of the Expansión-Allfunds awards.

The prize was given during the gala dinner held on 5 April at the Madrid Stock Exchange.

New investments in Swiss smaller companies

Photo: Pilatus Aircraft

Following company visits and new attractive prices, we have invested in three Swiss stocks for our European Small Companies strategy: Composite materials specialist Gurit, private bank EFG International and high precision machining company Tornos. With a total of 69 holdings, we will now be pruning smaller positions in coming months.

Read more

Carillion collapse hits UK social infrastructure sector

Copyright: Flughafen Zürich AG

Investors have been hit as Carillion plc, a major UK construction and facilities management company, entered forced liquidation suddenly in January, creating negative sentiment for the entire social infrastructure sector in the UK.

Read more

As Greece tackles its structural challenges, value investors return

Photo: Pixabay

Value investors are returning to Greece, hopeful that if improving macro economic conditions persist, the coming year will prove a major boost to Greek small cap stocks.

Uncertainties certainly persist: the government has still to agree a post-bailout strategy with the Troika of lenders (made up of the International Monetary Fund, The European Commission and the European Central Bank). There is an estimated EUR 1 billion shortfall in Greece’s proposed 2018 privatisation programme (which may impact personal tax and VAT measures), and an election cycle is set to begin soon.

Read more

QUAERO CAPITAL wins top equity manager award in Switzerland

Copyright: THOMSON REUTERS/MORITZ HAGER

QUAERO CAPITAL has won a top award for being the ‘best group over three years’ in the ‘Equity small company’ category of the 2018 Thomson Reuters Lipper Fund Awards in Switzerland.

It’s the second time that QUAERO has won a Lipper award, which was recently presented at the Lipper Fund Awards ceremony in Zurich.

QUAERO won the award for its best overall investment performance in the boutique Equity asset manager space, for consistent returns over three years.

QUAERO CAPITAL CEO Jean Keller said, “We are delighted to have received this award for the second year running, a tribute to our continued efforts to produce consistent performance for our clients”.

QUAERO CAPITAL supports continuing education in Spain

Photo: DR

QUAERO CAPITAL has joined forces with the Spanish arm of the European Financial Planning Association (EFPA) to promote continuous education for financial advisers. Courses, conferences and seminars will allow participants to get different EFPA certificates before MiFID comes into force: European Investment Assistant (EIA), European Investment Practitioner (EIP), European Financial Advisor (EFA) and European Financial Planner (EFP). These trainings comply with the requirements of the European Securities and Markets Authority (ESMA).

QUAERO CAPITAL will support ESPA Spain’s task of certification, as well as other projects of the Association, in order to adapt the offer of financial products to current legislation and recommendations. EFPA Spain will assist QUAERO CAPITAL in the development of initiatives promoting innovation in portfolio management and the design of financial instrument.

Following this agreement, EFPA Spain now has 57 corporate partners, including some of the main domestic and international banking entities and asset managers.

QUAERO CAPITAL and Tiburon Partners join forces

QUAERO Capital - Value
Photo by Nick Youngson. CC BY-SA 3.0. Alpha Stock Images

QUAERO CAPITAL and London based Asian fund management specialist Tiburon Partners today announce that, subject to FCA and FINMA approval, they will join forces.

The tie-up, under the QUAERO CAPITAL brand, will form a single business managing more than USD 2.3 billion.

In line with the shared boutique philosophy the combined business will remain 100% employee owned and continue to focus on highly concentrated, actively managed, value strategies.

QUAERO CAPITAL CEO Jean Keller said, “We are delighted to be joining forces with another excellent value specialist as our skills and expertise 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.”

Tiburon Partners’s senior partner Rupert Kimber said, “QUAERO CAPITAL’s managers think and work like us. They have a similar investment approach based on value orientated, concentrated portfolios. So, naturally, we are keen to partner with a firm which shares our philosophy, and can take our offering more widely around Europe.“

Read the media release

What if the bitcoin is worth nothing?

In this article published in Le Temps, our senior fund manager Michaël Malquarti explains his opinion on the bitcoin.

An expert of the monetary system, he takes to pieces the arguments justifying the dizzying rise of the cryptocurrency. Not being legal tender and with no consensus on its value, the bitcoin in fact is worth nothing…

Read the article (in French)

QUAERO CAPITAL launches Accessible Clean Energy fund

QUAERO Accessible Clean Energy
Photo: Jérémy Lelièvre- Flickr

QUAERO CAPITAL has added to its investor offering an Accessible Clean Energy fund managed by Martina Turner and Zoë VanderWolk, to capture increasing investor interest in the switch to alternative clean energy sources worldwide.

The USD32 million UCITS fund, a Luxembourg domiciled SICAV registered for Pan-European distribution in different countries, will be marketed to institutional and professional investors across Europe and the UK. It is a high conviction, active strategy which strengthens the sector funds offering from QUAERO CAPITAL.

Read more