Capital growth and capital preservation through focus
EValuation invests in stock listed companies in the Benelux & Germany
Since 2006, we have been investing in high quality, smaller listed companies led by excellent management teams. These companies receive less attention from analysts, leading to valuation inefficiencies and above-average investment returns.
The team has over 100 years of experience in analyzing listed companies. In-depth fundamental analysis and frequent contact with management teams and other stakeholders ensures well-informed investment decisions.
EV Smaller Companies Fund
Finding the optimal balance between capital growth and preservation with an equity portfolio of long and short investments. This leads to an attractive risk profile with lower volatility compared to traditional equity investments, making the entry point into the fund less decisive. Since inception in 2006, the net return has averaged 8% per year.
EV Micro Companies Growth Fund
Invests in undiscovered listed companies with exceptional long-term growth prospects. This fund focuses on four megatrends that have a major impact on society; Connected World & Industry 4.0, Smart Mobility, Energy Transition & Climate and Health & Well-being. The fund started in October 2021 and aims for an average net return of 10% per year.