“Valuations In European Small Caps Are Very Attractive” – Aymeric Lang

Jan 2, 2024

Aymeric Lang works as a portfolio manager at Erasmus Gestion. The main funds he manages are the Erasmus Small Cap Euro, the Erasmus Mid Cap Euro and the Erasmus Smid Croissance Europe.

In the first part of the interview, he shares more information about his brilliant academic background and his management style, having specialised in two market niches. Firstly, in European small and mid caps. And also in high-quality firms. The Erasmus Small Cap Euro has outperformed its benchmark since its inception. I believe that the best opportunities to invest in funds come when a strategy has proved its ability to perform extremely well in the long term but faces a short-term period of underperformance. That is exactly what we can see in the Erasmus Small Cap Euro fund. I think that Aymeric will be able to stand out in the market as a specialist in his niche, and his clients will be very happy with him as a portfolio manager. After a few tough years for small caps, he is seeing great opportunities and has decided to increase his transparency with investors. From my point of view, it’s at the right time.

 

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