Inversis Gestión launches behavioural small cap equity fund

Spanish manager Inversis Gestión has launched a small cap equity strategy, the Maverick fund.

The fund aims to outperform its benchmark, the MSCI Europe Small Cap EUR NR, targeting an annual volatility below 25%.

The Maverick fund will apply behavioural finance principles and focus on value investing and momentum.

It will invest directly or indirectly through investment funds (10%) in small cap equities, with a minimal exposure of 75% to companies with market cap below €8m.

At least 60% of the fund will be exposed to companies based in the eurozone but investments in equities from other areas such as emerging markets (10%) can be made.

Lastly, the Maverick fund will invest in bonds with maturity comprised between 0 and 18 months, to a maximum of 30%.

Adrien Paredes-Vanheule
Adrien Paredes-Vanheule is French-Speaking Europe Correspondent for InvestmentEurope, covering France, Belgium, Geneva and Monaco. Prior to joining InvestmentEurope, he spent almost five years writing for various publications in Monaco, primarily as a criminal and financial court reporter. Before that, he worked for newspapers and radio stations in France, in particular in Lyon.

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