Agenda
Upcoming Webinars:
Webinars organized by Candoris are interactive, often in Q&A format, concrete and to the point.
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- August 17 03:00 – 04:00 PM CEST Coho ESG US Large Cap Equity Strategy art 9.
Click the following link to register: Coho ESG US Large Cap Update
- August 17 03:00 – 04:00 PM CEST Coho ESG US Large Cap Equity Strategy art 9.
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- August 18 04:00 – 05:00 PM CEST SiM US High Yield Opportunities Strategy art 6.
Click the following link to register: SiM US High Yield Opportunities Update
- August 18 04:00 – 05:00 PM CEST SiM US High Yield Opportunities Strategy art 6.
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- August 24 03:00 – 04:00 PM CEST Orchard US Small Cap Value Strategy art 8.
Click the following link to register: Orchard US Small Cap Value Update
- August 24 03:00 – 04:00 PM CEST Orchard US Small Cap Value Strategy art 8.
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- August 31 03:00 – 04:00 PM CEST VanEck Emerging Market Equity Strategy art 8.
Click the following link to register: VanEck Emerging Market Equity Update
- August 31 03:00 – 04:00 PM CEST VanEck Emerging Market Equity Strategy art 8.
Upcoming Physical Meetings:
We are excited to announce that we planned roadshows with our managers after summer again. With the US and several countries in Europe starting to open up and the expectation that travel restrictions will be lifted, we have asked the portfolio managers to come to Europe for face to face meetings with you. Please see the schedule below and send an e-mail to candoris@candoris.nl if you would like to set up a meeting.
Van Eck Emerging Market Debt (HC/LC/Corporate)
20/09/21 Netherlands
21/09/21 Norway
22/09/21 Denmark
23/09/21 Finland
24/09/21 Sweden
Orchard US Small Cap Value
20/10/21 Germany
21/10/21 Austria
25/10/21 Switzerland
26/10/21 Finland (morning) / Sweden (afternoon)
27/10/21 Norway
28/10/21 Netherlands
29/10/21 Belgium / France
SiM US High Yield Opportunities
01/11/21 Netherlands
02/11/21 Denmark
03/11/21 Finland (morning) / Sweden (afternoon)
04/11/21 Germany
05/11/21 Switzerland
DSM Global, US Large Cap & Emerging Market Growth
15/11/21 Netherlands
16/11/21 Denmark
17/11/21 Sweden Finland (morning) / Sweden (afternoon)
18/11/21 Norway
19/11/21 Germany
VanEck Emerging Market Equities
29/11/21 Denmark
30/11/21 Finland (morning) / Sweden (afternoon)
01/12/21 Norway
02/12/21 Netherlands
Coho ESG US Large Cap Equities
We will be providing face to face meetings with Coho in March of 2022 and have scheduled a week for online meetings in September 2021. From Monday September 13 till Friday September 17 the PM's of Coho are available for online one on one meetings.
13/09/21 Online meeting 14.30h CET or 16.00 CET
14/09/21 Online meeting 14.30h CET or 16.00 CET
15/09/21 Online meeting 14.30h CET or 16.00 CET
16/09/21 Online meeting 14.30h CET or 16.00 CET
17/09/21 Online meeting 14.30h CET or 16.00 CET
When we get closer to the week of the roadshow and restrictions may be re-introduced we will change to online meetings, but we hope this will not be the case.
Our strategies
Coho ESG US Large Cap Equities
The Coho ESG US strategy is a high conviction, concentrated, high alpha generating strategy, which due to its contrarian performance pattern (outperformance in down-markets) diversifies your portfolio, offers protection and adds value over ETF’s.
Orchard US Small Cap Value Equities
The Orchard US Small Cap Value strategy is a high conviction, concentrated, high alpha generating strategy that identifies companies that trade at a significant discount to where they should trade at and have one or multiple catalyst to unleash this intrinsic value.
DSM Capital Partners Global Growth Equities
The DSM Global Growth strategy is a high conviction, concentrated, high alpha generating strategy that invests in companies that have high earnings growth. A strict valuation discipline differentiates DSM from other growth managers and allocation to EM can be up to 40%.
VanEck Emerging Markets Equities
The VanEck Emerging Markets strategy is a high conviction, relative concentrated, high alpha generating growth strategy that invests in the future of emerging markets. With 40% in small & mid cap it is a true all cap strategy.
DSM Capital Partners US Growth Equities
The DSM US Large Cap Growth strategy is a high conviction, concentrated, high alpha generating strategy that invests in companies that have high earnings growth. A strict valuation discipline differentiates DSM from other growth managers.
SIM US High Yield Opportunities
The SiM US HY Opportunities strategy is a high conviction, concentrated, high alpha generating strategy with a high active share and a pragmatic flexible approach to investing in US HY. Over the cycle the strategy aims to outperform the benchmark with 2% annualized with similar risk characteristics.
VanEck Emerging Market Bonds (HC/LC/Corporates)
The VanEck Emerging Market Bond strategy is one of the few flexible EMD managers with a unique bottom up approach aiming to optimize portfolio risk using the distinct risk and return characteristics of each of the three EMD sub universus (HC, LC, Corporates).
PAM US Senior Loans
The PAM US Senior Loan strategy is a selective relatively concentrated strategy investing in larger and more broadly syndicated loans. The strategy outperforms during corrections and aims to outperform the benchmark with 1.5% annualized while taking less risk.
PAM US ESG Investment Grade
The PAM US ESG Investment Grade strategy is a diversified high credit quality bond strategy that seeks to outperform the Bloomberg Barclays US Credit Index. The Strategy will invest primarily in U.S. companies across the investment grade spectrum, it seeks to limit exposure to firms with unmanaged material ESG risks (Sustainalytics) and increase exposure to ESG Leaders (MSCI).
Who are we?
Candoris is a small entrepreneurial company that brings unique investment strategies with a long-term proven investment process at the doorstep of institutional investors and wholesale distributors (www.candoris.nl). The asset managers we work with are typically employee owned boutiques with concentrated high-alpha generating strategies and long track records. Next to that we create better access for investors by setting up UCITS and Alternative funds under our own Candoris fund ranges (www.candoris-fundsolutions.com). We have 32 investors that invested a total of over USD 2.1 Billion with our managers. We market in The Netherlands, Norway, Sweden, Finland, Denmark, Iceland, The Baltics, Germany, Austria, Switzerland, France, Belgium, Luxembourg, Israel and Ireland.
- Marketing of investment strategies
- Fund setup under Candoris UCITS
Our team
