Quaero Capital chairman and portfolio manager Philip Best and portfolio manager Marc Saint John Webb take Proactive through the Argonaut Fund as it celebrates its 20th anniversary.
The fund managers explain that the Argonaut Fund focuses on investing in small and micro-cap companies that are often overlooked by mainstream investors. They primarily target European markets, including the UK, identifying undervalued companies with strong balance sheets and attractive prices.
While small and micro-cap stocks have fallen out of favour recently, partly due to recent market volatility, they believe there are many undervalued stocks available for investment. They emphasized the importance of a long-term investment approach and highlight potential themes such as private equity interest and trends in Europe’s industrial sector.
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