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

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.

High quality businesses are on sale

Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.

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.

The strange effect of the 30% minimum capital gains tax

The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.

Ranking three common retirement strategies

The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.

Welcome to Firstlinks Edition 667 with weekend update

The downfall of the giant and three lessons for investors.

  • 18 June 2026

Latest Updates

Planning

Does your will qualify for the discretionary testamentary trust exemption?

Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.

Lithium's latest drop and what it means for ASX investors

Lithium's latest sell-off has punished ASX miners as prices remain hostage to shifting expectations. The key challenge is navigating a market prone to extreme volatility despite a strong case for the long-term demand outlook.

Investment strategies

CGT reform and fund turnover: who really feels the impact?

The implications of CGT reform are far and wide. As the 50% discount gives way to inflation indexation, turnover and return profiles may become critical drivers of after-tax performance. Some strategies face a far greater hit.

Superannuation

Super was built for a very different Australia

Our retirement system was built around assumptions that no longer hold. Lower homeownership, longer lifespans and changing expectations are exposing cracks that policymakers and super funds need to address.

Retirement

Retirement in reality - 4 months in

Many people spend years planning financially for retirement but little time preparing for what comes next. Four months in, here are the surprising lessons I've learnt on finding purpose, social connection and healthy habits.

Investment strategies

After the Budget, Australia needs its own definition of quality

As tax reforms reshape investment incentives, investors should rethink what quality investing means in the uniquely concentrated Australian market, where traditional frameworks may not translate as effectively.

Datacenters are the new shale oil

Why are tech giants pouring billions into datacentres when the economics look questionable? The most dangerous words in investing may be: "everyone else is doing it". Today's AI boom has striking parallels with the shale bust.

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.