Alantra’s Francisco de Juan on European small cap equities

Podcast: Global Investment Institute · Australia’s leading provider of conferences for capital allocators.

Opublikowano: 2026-05-07

Francisco de Juan, Managing Partner & EQMC Chief Investment Officer, Alantra EQMC Asset Management | Francisco discusses what makes European small caps an attractive hunting ground for investors. He explains the valuation gap that exists between European small caps relative to both, history and large cap peers and the role of M&A activity in accelerating returns within the asset class. He also shares his thoughts on the industry verticals within small caps that offer the highest potential for attractive returns. Listen to the full interview which covers: - What makes European small caps a structurally attractive...