FSA compares two European (ex-UK) small-cap equity products: the Barings Europe Select Trust and the Merian Europe (ex UK) Smaller Companies.
Concerns about family-owned companies tend to be distorted and data shows they outperform their non-family counterparts, according to Jean Keller, CEO of Quaero Capital.
FSA compares the Allianz Europe Small Cap Equity Fund with the Kempen European Small-Cap Fund.
European small caps with some family ownership that drop sharply in price are the focus of Quaero Capital’s fund, according to Marc Saint John Webb, a partner at the Geneva-based firm.
Small cap equities had five fold returns over the last 16 years, far ahead of large cap performance, according to Andrew Paisley, manager of Standard Life Investments European Smaller Companies Fund.
Andrew Paisley, manager of SLI’s European Smaller Companies Fund, makes the case for Europe’s small caps.
Small cap equities provide better risk-adjusted returns than large caps, despite higher volatility, said Andrew Paisley, manager of Standard Life Investment’s European Smaller Companies Fund.
Finding stocks that fly under the radar of analysts is key to small cap investing, according to Ross McSkimming, investment director for equities at Standard Life Investments.
In a video interview, Pierre-Amaury Tabarly, investment specialist at BNP Paribas Investment Partners, says that a good play on Europe’s recovery is through small cap investment.