Award-winning systematic strategy: Quoniam European Equities Fund breaks the €1 billion barrier

Frankfurt am Main, 4 February 2026 – The European Equities Fund managed by Quoniam Asset Management exceeded the €1 billion mark in assets under management for the first time at the end of 2025. This growth is based on continuous inflows and, in Quoniam’s view, reflects the confidence of professional investors in a systematic investment process that has been consistently implemented and further developed over many years.

The fund’s performance has consistently been in the top quartile of its peer group in the eVestment database over the last three years (as of December 2025). On 28 January 2026, it was awarded the rating “outstanding” by the German finance magazine “FONDS professionell” as part of the German Fund Awards. The strategy also ranks among the top 10% in the “Absolut|ranking” of the European Equities peer group by the German finance magazine “Absolut|report” (ISIN: LU0374936432, as of December 2025). Portfolio manager Dr Lisa Herr has repeatedly been named “Best Fund Manager” by the Handelsblatt Research Institute.

The European Equities strategy is based on a systematic core process that has remained stable for many years and is being consistently refined. In recent years, equity research has identified new forecast components that increase return potential, among other things. “Our approach has not changed in terms of economic rationality – but it has changed in terms of its depth,” explains Dr Lisa Herr, Portfolio Manager Equities. “Today, we analyse more data across the entire equity universe and use it to refine our models. Improved transfer of these forecasts into the portfolio composition enables us to generate alpha in a more diversified and robust manner.”

Maturation process of systematic investment strategies

Overall, systematic, data-driven equity strategies are currently experiencing a renaissance. After several years in which market breadth and style diversification were only rewarded to a limited extent, discipline, diversification and a clearly structured research approach are paying off again.

“In recent years, we have invested heavily in research, data and technology – not selectively, but structurally,” says Dr Volker Flögel, Chief Investment Officer at Quoniam. “These investments, combined with a significantly improved market environment for systematic investing following the end of the so-called quant winter from 2018 to 2021, have made our equity strategies more resilient and successful today.”

From Quoniam’s perspective, this development is evident not only in the broad European equity strategy, but also in the small-cap segment. “We currently see attractive valuations, particularly among European small caps. Quoniam offers a balanced, well-diversified strategy that systematically optimises the risk/return profile,” says Flögel. The new small-cap fund has achieved a performance of 8.32% since its launch in June 2025. The Small Cap Composite, which includes the performance of the small-cap mandates, achieved a net performance of 24.33% for the whole of 2025 and outperformed the benchmark by 7.46%.

Technology as an enabler for faster research

Another key component of success is the continuous expansion of the technological infrastructure. Quoniam is currently working on a uniform data management platform based on Snowflake. The aim is to further accelerate research and implementation processes, test new ideas more quickly, and ensure consistent usability across strategies.

For Quoniam, the current successes do not represent an endpoint, but rather confirmation that the company is on the right track. “Systematic investing is not experiencing a short-term comeback, but rather a phase of maturity,” says Flögel. “Those who consistently invest in research, data quality and technology over many years will be rewarded for it in different market phases.”