Geneva-based asset management firm Notz Stucki has expanded its range of long-only strategies with the launch of DGC Notz Stucki Kepler Cheuvreux European Selection.
The fund invests in a selection of shares in continental European companies, drawing on the strongest convictions of Kepler Cheuvreux Research, Europe's equity research and brokerage leader. With this 11th sub-fund of its Luxembourg-domiciled Sicav Diversified Growth Company (DGC), Notz Stucki is continuing its diversification into Ucits strategies, which now exceed CHF1bn in assets under management.
The fund combines the best of both partners' expertise. Kepler Cheuvreux, the European equity brokerage leader, brings its renowned expertise in research and financial analysis in European companies, while Notz Stucki delivers its proven know-how in quantitative analysis, risk management and portfolio construction.
"Kepler Cheuvreux is a key specialist in European equities analysis. We have worked for several months on refining the investment process, and the simulation results attained are highly promising, achieving a very notable outperformance relative to the benchmark index. We have just started the marketing process and the initial feedback we receive shows real interest in this new strategy," explained Cédric Dingens, head of Investment Solutions & Institutional Investors at Notz Stucki.
Jointly managed by Marie-Caroline Fonta and Pierre Mouton, the fund invests in a portfolio of around 60 stocks offering the best performance prospects. The selection process is based on the purely bottom-up approach of Kepler Cheuvreux, which selects, from over 1,000 companies of all market capitalisations, the top convictions from the seven country-lists chosen: France, Germany, Switzerland, Benelux, Iberian Peninsula, Italy and Scandinavia.
The fund is currently authorised for distribution to qualified investors in Luxembourg and Switzerland, and is expected to be registered soon in France, Belgium, the Netherlands, Italy and Spain.