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Sven Bouman Benedicte Gravrand, Opalesque Geneva: European stocks are close to their best levels since the height of the financial crisis, supported by expectations of continued central bank support, low commodity costs and optimism on the US economy, reports the FT today. Here is one manager who sees the region’s stock markets as an opportunity set.
Saemor Capital is a specialist in quantitative investment management based in the Netherlands. The company was founded in 2008 with the backing of insurance company AEGON as a cornerstone investor. Saemor’s assets under management now stand at around US$700m.
The AIFMD-compliant company manages the Saemor Europe Alpha Fund, a European market-natural long/short equities fund. The Fund is highly diversified and invests predominantly in liquid equities and equity-related securities in Europe.
Sven Bouman, Founder and CEO of Saemor, started his career at ING and then worked at AEGON, managing equity portfolios, before spinning off and starting the company.
"We use quantitative strategies for stock selection as well as for portfolio construction," he explained during a recent Opalesque TV interview. "We have a disciplined and unemotional approach to what we are investing."
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