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

Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Lithium's rally is real this time – but no-one trusts it

The lithium rally mirrors the early-2010s tech stock surge, with demand set to double by 2030. Supply has been slow to respond, creating a market deficit for future tech like humanoid robotics and solid-state batteries.

Welcome to Firstlinks Edition 662 with weekend update

The debate over the budget is increasingly shaped by frustration and perceptions of unfairness, rather than clear-eyed assessment of policy outcomes.

How inflation is quietly moving the goalposts on retirement

Inflation doesn’t just raise today’s bills - it quietly increases the amount needed to retire, while simultaneously making it harder to save. Three steps to take before June 30th to improve retirement outcomes.

How to minimise tax with a will

Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.

Latest Updates

SMSF strategies

Meg on SMSFs: The CGT changes don’t impact super but what about Div 296 tax decisions?

New CGT rules could tip the scales in the super vs non-super debate. For those facing the Division 296 tax, the case for withdrawing has gotten more complex. A "comparison rate" tool may help assess decisions.

Planning

Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate

Proposed Budget changes to taxation are casting new uncertainty over testamentary trusts, prompting closer scrutiny of estate planning structures and the real implications of reforms still taking shape.

Taxation

Income tax and bracket creep

Examining how five "tax cuts" stack up against bracket creep. Why offsets and incremental changes may do little to ease rising average tax burdens, compared to structural reform through indexation over time.  

Exchange traded products

The limits of a quality investing approach in Australia

Quality strategies shine globally, but Australia's concentrated market tells a different story. Limited diversification and sector dominance can constrain the defensive outcomes investors have seen in broader markets.

Investment strategies

Balancing opportunity and complexity

As private markets expand, investors face a growing mix of structures, a stabilising private equity cycle and uneven AI disruption. Fresh questions are being raised about where the real opportunities now sit.

Investment strategies

Why strong returns matter as much as generosity

As EOFY approaches, structured giving offers a tax-effective way to support charities, while allowing donations to grow over time and play a longer-term role in family wealth and legacy planning outcomes.

Investment strategies

The most important investment decision you’ll ever make

Stock picking often gets the spotlight, but research shows asset allocation explains the vast majority of long‑term returns. Understanding your mix of growth and defensive assets is the real key to investment success.

Sponsors

Alliances

© 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.