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Quaero Capital S.A.

CIK:0001843510
Asset Manager
$3B AUM
65 holdings
Geneva, Switzerland
Founded:2005
66 employees
Latest filing:Jun 30, 2025

QUAERO CAPITAL S.A. is an independent, specialist fund management firm headquartered in Geneva, Switzerland. Founded in 2005 (originally as Argos Investment Managers S.A.), the firm brings together independently minded investment managers who use original research to deliver actively managed strategies. The firm has approximately 66 employees group-wide, with 39 based in Switzerland, and operates offices in Paris, Zurich, Luxembourg, and London. QUAERO CAPITAL is a 100% employee-owned firm, serving institutional and wholesale clients with a range of UCITS and alternative strategies, including European infrastructure, real estate, and thematic equities. The company is regulated by the relevant authorities in its operating countries and is a member of both the Swiss Funds & Asset Management Association and France Invest.

Investment Strategy

QUAERO CAPITAL focuses on high conviction, actively managed investment strategies built on independent thinking and original research. The firm manages a range of strategies including European small and mid-cap equities, infrastructure funds, clean energy/thematic equities, real estate, and fixed income. QUAERO emphasizes fundamental research, sustainable and responsible investment practices, and an entrepreneurial, specialized approach. Infrastructure equity strategies target sectors such as transport, energy, telecom, environment, and social infrastructure in Europe. The investment philosophy centers on long-term value creation through active management within specialized markets, integrating ESG factors across mandates.

Top Buys
G
GEVGE VERNOVA INC
+$1.4M
V
VRTVERTIV HOLDINGS CO
+$1.1M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$574.5K
C
CMSCMS ENERGY CORP
+$496.1K
P
PEGPUBLIC SVC ENTERPRISE GRP IN
+$460.9K
Top Sells
K
KNTKKINETIK HOLDINGS INC
-$1.2M
E
EQIXEQUINIX INC
-$1.2M
W
WCNWASTE CONNECTIONS INC
-$1.0M
N
NEENEXTERA ENERGY INC
-$987.9K
G
GFLGFL ENVIRONMENTAL INC
-$966.2K

Top Holdings

T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+4.2%$3.4M
G
GEVGE VERNOVA INC
+3.8%$3.0M
E
ETNEATON CORP PLC
+3.3%$2.6M
B
BEPCBROOKFIELD RENEWABLE CORP
+3.0%$2.4M
L
LINLINDE PLC
+2.7%$2.2M

Equity Positions (33)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
T
TSM
TAIWAN SEMICONDUCTOR MFG LTD4.22%$3.4M14,876$106.51$226.49+$574.5K
G
GEV
GE VERNOVA INC3.76%$3.0M5,666$304.93$529.15+$1.4M
E
ETN
EATON CORP PLC3.31%$2.6M7,394$313.57$356.99+$302.1K
B
BEPC
BROOKFIELD RENEWABLE CORP2.98%$2.4M72,501$27.92$32.78+$352.4K
L
LIN
LINDE PLC2.75%$2.2M4,677$356.67$469.18+$16.6K

Industry Allocation

ELECTRIC SERVICES
+7.6%
SEMICONDUCTORS & RELATED DEVICES
+4.2%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+3.8%
MISC INDUSTRIAL & COMMERCIAL MACHINERY & EQUIPMENT
+3.3%
INDUSTRIAL INORGANIC CHEMICALS
+2.7%