Duncan Siewe Joins Juno Investment Partners
Juno Investment Partners continues to expand and attracts Duncan Siewe as an analyst
Wassenaar, the Netherlands – December 11, 2017 – Juno Investment Partners has recruited Duncan Siewe CFA (29) as an analyst, further enhancing the analytical strength of Juno. Duncan Siewe comes from Kempen and was part of the team responsible for the Kempen Orange Fund as a portfolio manager.
At Juno he will strengthen the investment and analyst team, consisting of Frans Jurgens, Lennart Smits and Ernest van Tuyll. Within Juno, the analyst and investment management team works together to identify, analyze and value a select group of European (family-owned) companies that are regularly visited.
Duncan Siewe obtained a master’s degree at the University of Edinburgh and studied in Amsterdam and Miami. In addition, he became a Chartered Financial Analyst earlier this year. Duncan has dual nationality and is both British and Dutch. In his free time, Duncan likes to travel far across the European borders.
“I was famliar with the Juno team for a longer time, due to the partial overlap in the company universe and their strong reputation. It is a privilege for me to work at Juno, with professionals who have had an excellent decade long track record.”
Duncan Siewe: “I was famliar with the Juno team for a longer time, due to the partial overlap in the company universe and their strong reputation. It is a privilege for me to work at Juno, with professionals who have had an excellent decade long track record. I am looking forward to performing fundamental analysis on strong European companies, making onsite visits and meeting with the companies’ management teams.”
Lennart Smits, director and founder of Juno Investment Partners: “We are pleased that Duncan is coming on board. He has a valuable background as an analyst and is a direct reinforcement for the team. As Juno has continued to grow in the past years, so has the need to increase the team’s capacity. We look forward to a successful cooperation and the continuation of the excellent returns that we have achieved for our clients in recent years. “
The Juno Selection Fund was founded in 2007 and the track record is among the very best in Europe, with an average annual return of 16.8% over the past 5 years. Juno’s assets under management total 500 million euros in investments in European small and midcaps via both the fund and a number of direct mandates. The Juno Selection Fund is currently closed to new participants because the fund has almost reached its maximum size due to the solid returns and the strong increase in capital inflows from both private and institutional investors.
About Juno Investment Partners
Juno Investment Partners was established in 2007 as a fully independent fund manager and has an AIFM license (as referred to in Section 2:65 of the Wft), issued by the Dutch regulator AFM. Juno specializes in the selection of exceptional listed (family owned) companies in Europe. Companies that are able to achieve predictable and stable earnings growth year after year are considered for investment. The selection process focuses on the return on invested capital, a low debt ratio and free cash flows of a highly predictable nature. The analysts/portfolio managers compile a highly concentrated portfolio of approximately fifteen companies that they identify, analyze and visit regularly. Selected companies remain in the portfolio for a longer time period (usually more than five years). All analysts/portfolio managers have themselves invested in the Juno funds.
Juno offers three products: The Juno Selection Fund, which focuses on the selection of smaller and medium-sized listed companies, the Juno Continuation Fund for medium-sized companies and individual asset management using the same investment style, for larger clients through managed segregated accounts.
– The Juno Selection Fund was launched in 2008. This mutual fund invests in distinctive European small and medium-sized companies with an initial market capitalization of €250 million to €4 billion. In recent years, this investment style has resulted in above average investment returns for participants in the Juno Selection Fund. This fund has been hard closed for further (follow on) subscriptions since 2018.
– The same investment strategy is applied in the Juno Continuation Fund, which was launched on February 1, 2020. This fund focuses on unique, medium-sized European companies with a market value between €4 billion and €20 billion at the time of initial purchase. As is the case with the Selection Fund, the Continuation Fund also has a strong preference for investments in businesses that are family owned, or companies in which a family or management itself is also a shareholder.
