Awarded “Top Fund Manager” for European equities by Handelsblatt Research Institute

Quoniam’s European equity strategy, managed by Dr Lisa Herr, is named top fund manager out of 61 listed funds.

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 good ratings from the fund rating agencies Citywire, Morningstar and Scope, and positive mentions from 120 fund companies.

“This fund is the best way to realise our alpha potential. From research to construction to trading. ”
Dr. Lisa Herr, CFA, Portfolio Management Equities

Lisa joined Quoniam in February 2016 as a fund manager in the European Equity Strategies division. 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

  • 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 Enhanced Sustainability Approach, with an active focus on managing the ESG score and CO2 reduction compared to the benchmark.