We offer actively managed but still highly cost-efficient equity funds, aiming for top performance in each fund’s group. We now manage five mutual funds, Fourton Fiesta, Fourton Hannibal, Fourton Odysseus, Fourton Stamina and Fourton Tempo. Relying strongly on our own active research, we search for investments that offer favourable risk/reward situations. This investment philosophy tends to lead us towards companies with strong market positions, reasonable growth prospects and sound finances, run by professional and honest managements.
Fiesta, founded on 15 March 2013, invests in Spanish, Portguese and Italian equities. Company selection is focused on exposure to international developing and/or growing markets.
Hannibal, founded on 31 March 2007, invests mainly in smaller (market cap 3 bn€), Western European companies, preferably with little or no debt, that suffer from an unusual and distinctly low market-valuation, relative their net assets and/or earnings-capacity.
Odysseus, founded on 5 March 2004, invests mainly in Western Central European publicly traded equities, but can also invest in Nordic stocks. The targets are mid-sized and slightly smaller companies with a medium-level risk profile and a favourable valuation. The capital of the fund is largely in cyclical companies. The fund may not invest in companies exceeding EUR 10 bn in market capitalisation.
Stamina, founded on 5 March 2004, invests mainly in Western Central European publicly traded equities, but can also invest in Nordic stocks. The targets are mid-sized and slightly smaller companies in sectors that are relatively stable and less vulnerable to economic swings than the stock markets in general. Such sectors include health care, pharmaceuticals, various services, consumer-oriented businesses and infrastructure. The fund may not invest in companies exceeding EUR 6 bn in market capitalisation.
Tempo, founded on 19 April 2013, invests in global investment themes such as sectors or investment styles (microcaps for example). Main instruments are listed equities.