Great opportunities often lie beyond big names. Our systematic investment process analyses the entire European small-cap universe and translates data-driven insights efficiently into the portfolio.
Less in the spotlight, more to discover
The European small-cap universe is broad and diverse. Lower research coverage and wide differences between companies and regional characteristics create an environment in which systematic analysis can add value.
What makes European small caps attractive
Less research coverage
Smaller companies are often analysed less thoroughly. Information is not always reflected in prices immediately, creating opportunities for systematic investors.
Greater selection potential
The performance of individual small-cap stocks often varies. This creates favourable conditions for active, systematic stock selection.
Diverse local markets
Regional characteristics and specialised business models make the market more difficult to navigate – and comprehensive, systematic analysis particularly valuable.
Quoniam’s systematic small-cap approach
A universe of several thousand European small caps calls for broad, scalable analysis. Fundamental and market-related data are systematically analysed and translated into forecast signals. These enable consistent comparisons across companies and support portfolio construction.
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The investment universe in full Our daily screening of fundamental and market-related data covers the relevant European small-cap universe. -
Data-driven forecasts Value, quality and sentiment meet machine learning – enabling differentiated company forecasts and evidence-based stock selection.
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Active diversification We combine broad diversification across companies, sectors and countries with independent positioning and integrated sustainability criteria.
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Efficient implementation Liquidity-aware optimisation, in-house trading and rigorous cost control help to limit transaction costs and preserve alpha potential.
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stocks screened daily
holdings
active share
Your benefits
Robust return drivers
Combining different forecast signals such as value, quality and sentiment reduces dependence on individual factors or market phases.
Broad information base
The systematic analysis of the entire European small-cap universe reveals opportunities that a more selective approach may overlook.
Consistent implementation
An integrated investment process combines forecasting, risk management and efficient trading.
Also available as a mutual fund
The mutual fund is based on Quoniam’s long-established investment process for its European small-cap strategy. All key information can be found in the latest fact sheet.
Disclaimer
The use of investment services as well as investments in financial instruments are conjoint with risks. For more information and guidance on opportunities and risks, please visit www.quoniam.com/risk-information
Ready for first-class opportunities beyond the big names? Talk to us about how European small caps can complement your equity allocation.