Quoniam’s equity strategies for Europe and emerging markets have been awarded as ‘Best Fund Managers’ by the Handelsblatt Research Institute

To be considered for the top fund manager award, candidates had to be ranked in the top 50 in the Scope ranking over a three-year period. Other requirements included superior ratings from the fund rating agencies Citywire, Morningstar and Scope, and positive results in a Handelsblatt survey among 240 fund companies.

Dr Lisa Herr, CFA, joined Quoniam in February 2016 as a fund manager in the European Equity Strategies team. Prior to joining Quoniam, she worked as a research assistant at GSI in Darmstadt and as a consultant. Lisa holds a bachelor’s and master’s degree in physics from the Johann Wolfgang Goethe University. She received her doctorate in physics from TU Darmstadt.

Strategy description European equities

• Active equity management with the objective of generating an attractive alpha relative to the benchmark.
• Alpha maximisation through targeted stock selection based on daily fundamental company valuations of the European equity universe (over 3,000 companies).
• Enhanced return potential and diversification compared to the benchmark through the addition of selected small and mid-cap stocks.
• Total risk similar to the market through risk-controlled portfolio construction.
• Article 8 compliance in accordance with the SFDR through the use of the Quoniam “Sustainability Plus Approach”, with an active focus on managing the ESG score and CO2 reduction compared to the benchmark.

Mark Frielinghaus, CFA, joined Quoniam’s Equities team in 2008 and is responsible for managing emerging markets and global equity portfolios. Prior to joining Quoniam, Mark was a fund of funds manager at SEB Asset Management. He studied business administration and economics at the Justus Liebig University in Giessen and the University of Wisconsin in Milwaukee.

Strategy description Emerging Markets Equities MinRisk

• The strategy participates in the growth of emerging markets with smart individual stock selection.
• A risk-reduced investment approach suitable for most investors.
• The diversified portfolio significantly reduces concentration risks compared to the index, offers a margin of safety in market drawdowns and enables investments in companies that benefit from local growth.
• Since inception in 2010, the strategy has generated solid absolute returns due to its defensive positioning and has outperformed the benchmark since inception and over three years (source: Quoniam, MSCI).
• Article 8 compliance in accordance with the SFDR through the use of the Quoniam Enhanced Sustainability Approach, with an active focus on managing the ESG score and CO2 reduction compared to the benchmark.