Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

GSFM

  •   27 May 2024
  •      
  •   

GSFM partners with Alantra Asset Management to distribute its listed European small and mid cap strategy in Australia

GSFM has partnered with Alantra Asset Management (Alantra) to distribute its EQMC strategy in the Australian market. EQMC invests in the listed European small and mid-cap space and is one of the best performing funds of its kind. The strategy will be available to institutional, wholesale and family office investors.

Founded in 2001, Alantra is an international financial services firm providing alternative asset management, private capital and financial advisory services to companies, families, and investors operating in the mid-market segment. The Group has over 600 professionals across Europe, the US, Latin America, and Asia.

GSFM CEO, Damien McIntyre, said the partnership provides further exposure to the European market through investment in an asset class not yet offered by GSFM to its investors, or available widely in the Australian market.

“Alantra’s EQMC strategy focuses on companies with a market cap of up to €2 billion, and it applies a hands-on, active ownership approach with a long-term focus of between three to five years. It holds a concentrated portfolio of between 12 to 16 companies, and has a bias towards export-oriented pan-European businesses.

“The strategy is managed by a multi-disciplinary 14-member investment team. It is headed by Jacobo Llanza, executive chairman at Alantra Asset Management, and Francisco De Juan, managing partner & EQMC CIO, and supplemented by a group of advisors with executive-level experience, connections to boards across Europe, and a proven track record in active management.

“The investment philosophy behind this strategy is appealing, with its strict value metrics, focus on active engagement and exposure to high-quality assets in global markets.

“The EQMC active ownership strategy has achieved around 11 per cent net annualised returns since its inception in January 2010. The fund has outperformed indexes by 90 per cent to over 190 per cent, as well as outperformed most hedge funds, with controlled risk while typically holding a small net cash position with no leverage.”

The strategy has AUM of €1 billion.

Francisco De Juan said the GSFM partnership allows for Alantra’s strategies to reach a whole new market of investors through a well-connected distributor with a solid track record. “GSFM is an established funds distributor in Australia and has built a strong investor network over its lifetime.

“What appeals to us about this partnership is GSFM’s strong distribution track record in Australia, backed by its highly experienced and long-standing distribution team.

“Working closely these past few months with the GSFM team to kick this partnership off has given us insight into GSFM’s values, and we are looking forward to working with the team to provide an outstanding strategy to Australian investors,” added Mr De Juan.

This move follows the recent announcement of GSFM partnerships formed with Eastspring Investment Partners to distribute the GEM Dynamic Strategy in April of this year, and with Access Capital Partners to distribute the Access European Smaller Buy-outs and Access European Infrastructure strategies in December 2023.

See all GSFM media releases here

For more information about GSFM please visit the website: www.gsfm.com.au

For more information on Alantra, please visit: www.alantra.com

 

  •   27 May 2024
  •      
  •   
banner

Most viewed in recent weeks

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Is it time to bail on Australian stocks?

For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.

The new capital gains tax trap for your portfolio

Investors have long accepted one portfolio rule without much question. A major tax shift could change that calculation entirely, forcing difficult trade-offs between risk, discipline and an overlooked cost lurking beneath.

How the typical Australian Family could save $844,350 in taxes

The value of a testamentary trust is not determined by wealth alone. Depending on circumstances, it can reduce the tax burden on inherited income, create efficiencies and help build intergenerational wealth.

Latest Updates

Fixed interest

Higher yields are creating opportunities in global bonds

Bond markets are adjusting to a new reality, but not in the ways investors expect. With markets repricing and capital competing for attention, investors may need to rethink where resilience and opportunity lie. 

Economy

Are we in a recession?

What if the warning signs are already everywhere? From supermarket aisles to company failures, investors are being bombarded with recession signals. But most face a different risk that can be just as dangerous for portfolios. 

SMSF strategies

Meg on SMSFs - Division 296 actuarial certificates

The tax bill might be yours, but the event that caused it may not be. A key Division 296 calculation can sometimes attribute earnings in ways that many SMSF trustees won't instinctively expect or fully appreciate.

Property

The first impact of negative gearing reform is not the tax bill

Negative gearing changes formally begin in 2027, but the first consequences may already be here. A subtle shift is quietly influencing who can borrow, how much they can access and which property strategies still stack up.

Economy

The oil market is running out of easy answers

The biggest threat to markets may not be what investors are watching. The numbers have stopped adding up and supply is harder to measure, with forecasts becoming simple guesses. A more fragile reality is being masked.

Investment strategies

The state of investor knowledge in Australia

Australians are investing more than ever, yet a surprising divide is emerging between those building wealth effectively and those making costly mistakes. Surprisingly, the gap has little to do with income, age or starting capital.

Taxation

Complexity and capital gains

A case study shows that the ‘30% minimum CGT’ is a poorly conceived tax that adds significant complexity to an already over-complex system. A less complicated model would create a much fairer progressive tax scale.

Sponsors

Alliances

  • ASA-Logo-RGB-ActiveGreen-web.png

© 2026 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.