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Notz Stucki launches European Equity funds in collaboration with Kepler Cheuvreux

Wednesday, November 20, 2019
Opalesque Industry Update - The Geneva-based asset management firm NOTZ STUCKI has expanded its range of long-only strategies with the launch of DGC Notz Stucki Kepler Cheuvreux European Selection.

The fund invests in a selection of shares in continental European companies, drawing on the strongest convictions of Kepler Cheuvreux Research, Europe's equity research and brokerage leader.

With this 11th sub-fund of its Luxembourg-domiciled SICAV Diversified Growth Company (DGC), Notz Stucki is continuing its diversification into UCITS strategies, which now exceed CHF 1 billion in assets under management.

The fund combines the best of both partners' expertise. Kepler Cheuvreux, the European equity brokerage leader, brings its renowned expertise in research and financial analysis in European companies, while Notz Stucki delivers its proven know-how in quantitative analysis, risk management and portfolio construction.

"Kepler Cheuvreux is a key specialist in European equities analysis. We have worked for several months on refining the investment process, and the simulation results attained are highly promising, achieving a very notable outperformance relative to the benchmark index. We have just started the marketing process and the initial feedback we receive shows real interest in this new strategy," explained Cédric Dingens, Head of Investment Solutions & Institutional Investors at Notz Stucki.

"We are very proud to have completed this project, which reflects our expertise in European equities with a top-flight asset manager. Notz Stucki has been a reference in fund management for several decades. On European markets where there is not much visibility, it is important for our clients to generate significant alpha over the long term," says Thomas Gerard, Investment Solutions Salesperson for French-speaking Switzerland at Kepler Cheuvreux.

Jointly managed by Marie-Caroline Fonta and Pierre Mouton, the fund invests in a portfolio of around 60 stocks offering the best performance prospects. The selection process is based on the purely bottom-up approach of Kepler Cheuvreux, which selects, from over 1,000 companies of all market capitalisations, the top convictions from the seven country-lists chosen: France, Germany, Switzerland, Benelux, Iberian Peninsula, Italy and Scandinavia. Notz Stucki provides its management expertise by selecting, at its discretion, shares that offer the best investment opportunities.

The fund is currently authorised for distribution to qualified investors in Luxembourg and Switzerland, and is expected to be registered soon in France, Belgium, the Netherlands, Italy and Spain.

In addition to its traditional business in multi-manager fund management, Notz Stucki manages the Luxembourg SICAV Diversified Growth Company, which comprises a dozen different strategies managed both in-house and through partnerships with outside specialists. These funds are registered in several European countries and provide an effective response to investors' various needs.

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