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
Since 2007, Juno Investment Partners has been investing in a highly concentrated portfolio of European listed companies with predictable and stable earnings growth, often family-owned businesses.
We focus on companies with a high return on invested capital, strong margins, and highly predictable (free) cash flows. These are typically companies with a strong competitive position and clear added value for their clients, enabling them to continue creating value over the long term.
Based on these characteristics, we select a limited number of companies that we want to understand thoroughly. The portfolio consists of approximately fifteen companies. These are analyzed intensively, visited regularly, and monitored over several years. The investment horizon is long, typically well over five years. Our analysts and portfolio managers also invest in the funds themselves.
Juno offers three products. The Juno Selection Fund focuses on small and medium-sized companies. The Juno Continuation Fund focuses on medium-sized companies. In addition, Juno offers individual asset management via managed accounts, using the same investment approach. The Juno Selection Fund was launched in 2008 and invests in European companies with an initial market capitalization between €250 million and €4 billion. The fund was closed to new investments for a long time and has been accessible to existing participants again since April 2023.
The Juno Continuation Fund was launched on February 1, 2020, and invests in medium-sized companies with a market capitalization between €4 and €20 billion. Here, too, the emphasis is on companies that often have family or management as co-shareholders.
Juno holds an AIFM license from the AFM.