The trend Kairos European Opportunities-a small cap fund with long-term potential. (Photo: Freepik)
Although it was turbulent in view of the turning point and market fluctuations in the past few years, the Trend Kairos European Opportunities (ISIN: DE000A2DTMB1) Always shine with outperformance. In the past 5 years, the fund on 127 percent has increased in 2019-and that in a market environment that was challenging for small cap titles.
The fund was founded by Jens Hillers, who worked successfully in the small cap area of the Allianz Group for over a decade. Initially launched in cooperation with H&P Capital Advisors, the fund won strength in 2020 with the strategic partnership for the family office of the Kempf family. This partnership laid the foundation for long -term stable and sustainable growth.
Active management with substance
In essence, the fund rely on active management that relies exclusively on Bottom-up stock picking. This means that the focus is on the quality of companies and not on short -term market developments or industry trends. Only companies with a robust business model, solid defensive qualities and a clear growth potential find their place in the portfolio. With a maximum of 40 positions, the fund pursues a particularly concentrated strategy that enables the best companies to rely on the best companies and at the same time target risks.
Top-Holdings: Focus on quality
The most important positions in the portfolio include Vallourec, a leading manufacturer of pipe products for the oil and gas industry, which benefits from the recovery of the energy market. Wacker Neuson, the specialist for construction equipment and machines, is also highly weighted. The German Group benefits from a booming construction industry and convincing fundamental data.
Another heavyweight in the fund is TVA Tepla, a company from the semiconductor industry that plays a key role in the production of microchips with its technologies and solutions and should therefore benefit enormously from the increasing demand in the area of semiconductor production.
Exemplary risk management and promising perspectives
The fund’s risk management is structured in such a way that the portfolio is both diversified and constantly checked for its quality. This ensures that the fund has the right companies in view in every market phase – even in challenging times. In addition, attention is paid to the risk return ratio, which means that the fund only invests in companies that offer an attractive prospect of long-term success.
In 2024, the fund experienced a phase of underperformance, but this was primarily due to temporary, market -specific factors and did not weaken fundamental.
The look ahead is optimistic: the small and MID caps are currently rated historically low, which brings an enormous potential for the coming years. With falling interest and increasing market stabilization in Europe, the fund could benefit from a re -evaluation of these companies. The trend of Cairos European opportunities is therefore well positioned to harvest the fruits of an upcoming upgrading in the next market phase.
Conclusion: a long-term overflower
The trend Kairos European Opportunities Fund is the ideal candidate for investors who want to invest in European small caps. With a clear focus on high -quality companies and a focus on long -term growth, the fund has already shown that it can perform attractive even in difficult times. Anyone who believes in the potential of European minor values will find a real long-term winner with this fund.
Disclaimer:
No investment advice. No call to buy or sell securities.