Bringing you live news and features since 2006 

Quaero Capital Jean Keler

Quaero Capital renames Family Enterprise Fund


Geneva-based Quaero Capital has re-named its ‘Argos Funds – Family Enterprise’ fund as the ‘Argos Funds – Smaller European Companies’ fund to better reflect its investment universe.

Fund managers, Marc St John Webb and Philip Best say the management philosophy will remain the same, as they continue to invest in European listed smaller family-owned companies with a Value-based, bottom-up fundamental approach.
Investing in listed family-owned companies has increasingly become a core focus for all the funds run by the Quaero Smaller Companies team, with over 50 per cent of the assets of the Argonaut and Swiss funds currently invested in family-owned companies.
In addition to the name change, the Fund will also offer daily liquidity (from weekly beforehand) and with a 10-day notice period for redemptions.
CEO Jean Keller (pictured), says: “The fund has grown significantly in the past year, and the name change is simply to more accurately reflect the manager’s investment universe, bringing further clarity for fund selectors and end investors.”
European equity markets consolidated in June with a 2.7 per cent fall in the Stoxx 600 index. The Smaller European Companies fund proved a little more resistant, with a slight dip in June, but a rise of 7.0 per cent in the Second Quarter and a rise of 19.8 per cent since the beginning of the year. This is well ahead of both the smaller company benchmark (Euromoney +9.4 per cent) and the larger companies index (Stoxx 600 +5.0 per cent).

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by