European equities fund surpasses EUR 500 million, underscoring market potential

Frankfurt am Main, 24 June 2025 – The European Equities mutual fund managed by Quoniam exceeded the EUR 500 million mark in assets under management in May.

“We are seeing continued interest in Europe. Exceeding the EUR 500 million mark is a clear sign of the trust that investors have placed in us, as well as demonstrating the attractiveness of our approach. This success shows that our strategy offers a superior way to participate in the growth potential of European equities,” comments Dr Volker Flögel, Chief Investment Officer.

“The use of innovative factors, supplemented by machine learning techniques, increases the probability of sustainable outperformance. Our systematic approach enables us to generate a “real” excess return – that is return resulting from our expertise in selecting the right stocks, rather than from taking additional risk,” explains Dr Lisa Herr, the fund’s portfolio manager.

The performance of the European Equities strategy has consistently been in the top quartile of the peer group in the eVestment database over the past three years (as of March 2025). Dr Lisa Herr has repeatedly been named “Best Fund Manager” by the Handelsblatt Research Institute. The strategy is also in the top 10% in the Absolut|ranking of the “European Equities” peer group, a ranking by a German finance magazine (ISIN: LU1120174377, as at 03/2025).

A notable feature of the strategy is its focus not only on ‘winners’. Many investment strategies focus on stocks that are likely to outperform, overlooking the potential of companies with negative forecasts. Quoniam uses scientifically based models supplemented by machine learning techniques to calculate which companies are likely to outperform and which are more likely to underperform. This information is incorporated into the strategy to exploit differences between market winners and losers and tap additional sources of return.

Another important aspect is broad diversification across many active positions. In many portfolios, a strong focus on returns often results in high concentration and risk. The European equities fund is broadly diversified, comprising around 300 positions selected from over 3,000 European equities, thus avoiding concentration risks while opening up a wide range of investment opportunities.

More information about the fund can be found here.