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What is Value Insights: Quaero Capital about?

Philip Best and Marc Saint John Webb manage the Argonaut Fund, which focuses on micro- and small-cap stocks in Europe that are overlooked by larger institutional investors. They describe their approach as "willfully open-minded," meaning they try to identify companies in temporarily out of favor industries that have strong long-term prospects. Currently they see opportunity in stocks such as Cegedim, Quadient and Cellularline, which provide software, postage systems, and cellphone accessories respectively b

Author

Kunal Goel

Language

EN