Quaero Capital SA

QUAERO CAPITAL is an entrepreneurial asset management boutique providing highly actively managed strategies by independently minded investment managers, who use original research and integrate a strong long-term record of proven ESG processes.  QUAERO CAPITAL enters the German market, offering its unique mutual funds to professional investors. Founded in Geneva in 2005 as Argos Investment Managers S.A., the company is wholly owned by its employees.

What sets QUAERO CAPITAL apart?

• Specialist in the management of equities and convertible bonds (mutual funds & private equity).
• Multicultural team of over 70 employees in 5 major European cities. Thereof 22 portfolio managers, 4 risk managers and 2 ESG analysts
• AuM of almost 3 billion euros (as of 31.12.2021)

What are the core elements of the investment philosophy?

• Highly active, benchmark-free portfolio management
• Focused high-conviction portfolios
• Fundamental research with own primary analysis

How is sustainable investing anchored and implemented?

• Track Record of strong ESG Commitments:
  – 2015 UN PRI Signatory (2020 score of “A+”)
  – Carbon Disclosure Project (CDP), Institutional Investors for Climate Change (IIGCC);
    Financial Stability Board’s Task Force on Climate-related Financial Disclosures (TCFD).
• Core process with four pillars: Exclusions, ESG Analyses/Integration, Dialogue/Engagement, Voting.
• ESG office with two analysts supporting the portfolio management teams

Three UCITS equity funds focusing on clean energy, infrastructure and Asia are available for investment to professional investors in Germany.

Quaero Capital Funds (Lux) – Accessible Clean Energy is a SFDR Article 9 fund. Its global strategy aims at maximising total return by responsible investments globally along the clean energy value chain. The fund invests across the clean energy value chain, focusing on key players and innovators in the various industries that make this transition possible. In 2021, this fund won Best Fund Award in its category over five years in Switzerland and three years in Europe (Refinitiv Lipper Fund Awards).

Quaero Capital Funds (Lux) – Infrastructure Securities is a SFDR Article 8 fund, which invests specifically in infrastructure companies and provides a liquid alternative to what has been traditionally the domain of private equity. The fund invests only in infrastructure growth stocks, those with earnings growth in excess of 10% per annum for at least the next three years, including four growth sectors: Renewable energy; Communications infrastructure; Water and waste management; Electricity companies leading the energy transition. The fund has been recognised by the Refinitiv Lipper Fund Awards Switzerland 2021 as the best Swiss fund over 3 years in the “Equity Theme – Infrastructure” category.

Quaero Capital Funds (Lux) – Bamboo. The fund invests in Greater China, India and ASEAN markets. It aims to generate consistent returns by investing in a portfolio of 25 to 35 growth stocks, focusing on companies driving economic growth across sectors.