EQMC is the leading, award-winning active investor in the European listed small and mid-cap space, and one of the best-performing funds of its kind. It follows an active ownership strategy that has delivered 15% net annualized returns since its inception in January 2010. The fund has outperformed relevant indexes by 170% to more than 220%, as well as most hedge funds, while maintaining controlled risk, typically holding a small net cash position, and using no leverage.
The fund’s portfolio of 12 to 15 companies is managed by a disciplined and thorough investment team that applies strict value metrics to its investments. EQMC has around €1.2bn in AuM under the strategy. Our 12-person portfolio management team is supplemented by a group of advisors with executive-level experience and connections to boards across Europe.
QMC III is our active open-ended fund focused on the Iberian market. It invests in a concentrated portfolio of 10 to 12 relevant minority positions in listed small- and mid-cap companies in Spain and Portugal. QMC III is the only fund developing an active ownership strategy in Iberia.
Our local knowledge is crucial to a successful engagement strategy, given the idiosyncrasies of the Iberian small and mid-cap space. Our team has successfully managed this strategy since 2003, outperforming its reference index by more than 260% cumulatively over the past 16 years. The fund aims to achieve outstanding long-term returns, maximum decorrelation, and alpha by investing in fully tested “bullet-proof” assets and unlocking shareholder value by driving constructive change.
