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Quaero Funds (CH)-Swiss Small&Mid Cap-A

Ranked 6 out of 45 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Philip Best

Geneva-based Philip Best is the founding partner and is a fund manager at Quaero Capital. Prior to establishing Quaero in 2003, Philip served in a series of roles in the financial industry including fund manager at Warburg Investment Management, European equity sales at Enskilda Securities, French Equity sales at Fauchier Magnan in Paris and European equity sales at The Europe Co Ltd (Jefferies International). He holds a degree in Modern History from University of Oxford. Away from the office, Philip enjoys shooting, skiing and the cinema and theatre.

Marc Saint John Webb

Marc Saint John Webb has 20 years’ experience of investing in European equities, starting out as a stockbroker for Warburg Securities in Paris in 1987. He subsequently worked as a research analyst for Schelcher Prince before moving on to small cap stockpicking at Oddo. In 1997, he joined CCF Elysées Bourse as Head of the Small Caps division, where he developed a new research product specifically for smaller companies. In 2001, he co-founded Ixis-Rothschild Midcaps, a joint venture specialising in corporate brokerage and research on French mid-sized companies. He joined Argos Managers in 2006 as co-manager of The Argonaut Fund and launched The Family Enterprise Fund in 2007. Born in 1965, Marc studied at Aston Business School in England, Madrid Complutense in Spain and INSEAD in France. He holds the diploma of the SFAF (French analysts’ association).

Objective

The fund primarily invests its assets in shares of small and medium-sized companies with headquarters in Switzerland and listed on a Swiss stock exchange or companies that have predominant part of their activity in Switzerland.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 11.8% 5.5%
2016 19.9% 1.3% 0.9% 13.8% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date23/12/2015
  • Share Class size32Mn
  • Base currencyCHF
  • ISIN CH0307285251

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment5

Related News

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QUAERO Capital's Marc Saint John Webb reveals how he overcame value's long-term underperformance.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).