The Hague – 2 May 2022 – Juno Investment Partners has recruited Lotte Timmermans (28) as an analyst. As a result, the total management/analyst team that leads Juno’s two investment funds has grown to six people. Lotte will primarily work on the Juno Continuation Fund, the fund which was launched in 2020 and that invests in medium-sized (family) companies with a market capitalization from 4 billion Euro.
Lotte joins us from ABN Amro where she worked as an analyst and followed an equity portfolio of listed companies from the Benelux. She studied at the Erasmus University in Rotterdam where she obtained her master’s degree in Quantitative Finance. She also passed her CFA level I in 2019.
Lotte Timmermans: “Juno conducts its own thorough and independent company research and I was pleasantly surprised to see they go a step further than most other investors. With a highly concentrated portfolio and a long-term horizon, I am given the opportunity to really delve deep into companies and the industries they operate in. In addition, it appeals to me that Juno has a focus on high-quality growth companies, which often still have a family as strategic shareholder.”
Frans Jurgens, co-founder and member of the Juno Selection Fund portfolio management team: “We are pleased that Lotte has chosen Juno. She has valuable experience as an equity analyst who demonstrably understands successful business models. With her joining Rob Deneke and Duncan Siewe, we now have the Juno Continuation Fund management team at full strength. Juno’s assets under management show a continued healthy inflow and our investment style also requires further deepening of knowledge about the companies in which we invest. With Lotte as an addition to the existing Juno Continuation Fund team, we now have even more clout to continue to do this well. We look forward to a long-term cooperation.”
The most recent fact sheet of the Juno Selection Fund can be found here . The most recent factsheet of the Juno Continuation Fund can be found here.
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.
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