Author Topic: Strong fundamental European long/short equity investors  (Read 2552 times)

tol1

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Re: Strong fundamental European long/short equity investors
« Reply #10 on: April 19, 2018, 02:22:22 AM »
It is a shame that there isn't a way, as far as I'm aware, to track 13F style filings in European countries.

Well, you have certain thresholds depending on the country for long positions, but they are at higher thresholds (3% / 5%). Short positions you can fairly easy pull.


Voodooking

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Re: Strong fundamental European long/short equity investors
« Reply #11 on: April 19, 2018, 02:35:02 AM »
Interesting. Would you mind sharing a couple of the resources someone might use to find out this information? Feel free to PM if you'd rather not publicize them.

topofeaturellc

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Re: Strong fundamental European long/short equity investors
« Reply #12 on: April 19, 2018, 05:02:25 AM »
Different marathon..

tol1

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Re: Strong fundamental European long/short equity investors
« Reply #13 on: April 26, 2018, 07:03:54 AM »
Interesting. Would you mind sharing a couple of the resources someone might use to find out this information? Feel free to PM if you'd rather not publicize them.

UK: https://www.fca.org.uk/markets/short-selling/notification-and-disclosure-net-short-positions

just google for every country

tombgrt

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Re: Strong fundamental European long/short equity investors
« Reply #14 on: June 14, 2018, 03:11:33 AM »

Parames ex-Bestinver with a new startup Cobas - his numbers are incredible.

I'm considering the Spanish/Portuguese fund (considering they are among the cheapest countries around) and the international one. Has anyone already invested with them here? Think it should be doable through their website like with Bestinver.



I also like Vector (both Navigator and Flexible) in Belgium fwiw.
« Last Edit: June 14, 2018, 04:01:46 AM by tombgrt »

tombgrt

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Re: Strong fundamental European long/short equity investors
« Reply #15 on: June 14, 2018, 08:30:41 AM »

Parames ex-Bestinver with a new startup Cobas - his numbers are incredible.

I'm considering the Spanish/Portuguese fund (considering they are among the cheapest countries around) and the international one. Has anyone already invested with them here? Think it should be doable through their website like with Bestinver.



For anyone interested, I just had a call with them. Can't buy through intermediaries (was possible with Bestinver) but easily doable through the website. Plus: no extra costs.
No minimum amount required either which is helpful for me as I shift more from active to passive investing over time. I was also surprised to learn they already have many clients in Belgium.