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Equities

Mirabaud Discovery Europe Strategy

Discovering small and mid-cap companies across Europe with compelling long-term growth stories.

We walk a road less travelled, journeying across Europe to discover under-researched companies.

Mirabaud Discovery Europe targets rare, non-mainstream holdings with typically <EUR2bn market cap, as we believe there is less market efficiency in small and mid-caps as a result of lower analyst coverage.

We look for innovative companies dominant in niche markets, run by aligned management and benefiting from transformational change.

A deep research process helps us to identify what we believe to be hidden gems. Company visits are critical and we aim to build mutually beneficial relationships with the firms we invest in through ongoing engagement. The team conducts on average 400 company meetings each year, focusing on those names that look most interesting based on proprietary quantitative and qualitative screening.

Portfolio Characteristics

HIGH CONVICTION

Best-ideas portfolio of 25-40 stocks. Top-10 positions account for >30% of the portfolio. 

SMALL-CAP BIAS

Holdings typically have <EUR2bn market cap.

RARE HOLDINGS

The strategy is benchmark aware, but not benchmark constrained, facilitating investment into non-index securities. 

FOCUSED ALPHA

>90% active share.

RISK CONTROL

Focus on company cash, not stock volatility.

SFDR ARTICLE 8

Portfolio is shaped by three sustainability megatrends.

 

Sustainability Approach

We seek companies exposed to three evergreen sustainability megatrends that we believe will be the pillars that support the world of tomorrow:

SAFER

Making our personal and professional environments more secure.

SMARTER

Harnessing the power of technology to improve quality of life.

CIRCULAR

Reducing waste and using the planet’s resources more efficiently.

Strategy Resources

Fund Information

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Monthly Reporting

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Monthly Commentary

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View the Mirabaud Discovery Europe Ex-UK Strategy details and reporting

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Portfolio Managers

Hywel is Head of European Equities at Mirabaud Asset Management and Lead Portfolio Manager for the Mirabaud - Discovery Europe and Mirabaud - Discovery Europe Ex-UK funds.

 

Trevor Fitzgerald is Deputy Portfolio Manager for the Mirabaud - Discovery Europe and Mirabaud - Discovery Europe Ex-UK funds.

 

Portfolio Discovery Stories

Hywel Franklin introduces us to innovator Philip Nederman and tells the tale of how he came through the adversity of World War II to create a solution to the problem of dirty air in welding workshops – becoming an industry leader in industrial filtration systems.

 

Discover the story of the Austrian catering company DO&CO with Hywel Franklin.

 

Equity Insights

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Charles WALSH
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Contact Us

Asset management

Jérôme PAGANINI

Head of Sales Switzerland & Wholesale Central Europe (FraBeNeLux – DACH)

Asset management

Alexis DINSFRIEND

Sales Executive

Asset management

Louis William WAGNER LEY

Wholesale Manager

Asset management

Hugo BARBIER

Sales Executive

Asset management

Benjamin CARTER

Head of UK Wholesale

Asset management

Elliot FOWLES

UK Wholesale Sales

Asset management

Deji IJAIYA-HARVEY

UK Wholesale Sales

Asset management

David BASOLA

Head of Southern Europe

Asset management

Ilaria MALACCO

Senior Sales Executive, Italy

Asset management

Isabelle RICHARD

Head of Sales France

Asset management

Jérôme SPOHN VILLEROY

Wholesale Director

Asset management

Elena VILLALBA

Director Iberia & Latam

Asset management

Pablo SAN JOSÉ PEÑA

Sales Iberia & Latam