Analysis of index inclusions, exclusions, constituent changes, reweightings and cappings

Index Rebalance

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Quantitative Analysis

Analysis of corporate actions with a defined catalyst, such as M&As, spin-offs, demergers, and discount arbitrage (e.g., holdco, share-class)

Event-Driven

United Kingdom

France

Germany

Poland

Netherlands

Finland

Norway

Switzerland

easyJet is a British multinational low-cost airline and package holiday group that operates domestic and international scheduled services across numerous routes in over 34 countries. The company primarily focuses on providing air travel services with an emphasis on low fares, operational efficiency, and a point-to-point model. Headquartered at London Luton Airport in the UK, easyJet was founded in 1995.

Beazley is a British multinational specialist insurance and reinsurance company. It underwrites complex and specialist risks across diverse sectors such as cyber, marine, aviation, property, political risks, contingency, and professional liability. The company is headquartered in London, England, and was founded in 1986.

Schroders is a British multinational asset management company that provides a range of investment products and services across public and private markets. It offers actively managed solutions, mutual funds, segregated accounts, and wealth management services to retail, institutional, and high-net-worth clients globally. The company was founded in 1804 and is headquartered in London, England.

Societe Generale SA attracts deposits and offers commercial, retail, investment, and private banking services.  The Bank offers consumer credit, vehicle lease financing, information technology equipment leasing, life and non-life insurance, custodian services, trade and project financing, currency exchange, treasury services, and financial and commodities futures brokerage services.

Hochschild Mining is a precious metals company focused on the exploration, mining, processing, and sale of gold and silver in the Americas. It operates underground epithermal vein mines in southern Peru, southern Argentina, and an open-pit mine in Brazil. The company was founded in 1911 and is headquartered in London, United Kingdom.

JTC Plc is a global professional services business that provides fund, corporate, and private wealth services to institutional and private clients worldwide. The company offers administration services for various listed and unlisted funds across a range of asset classes, alongside company secretarial, administration, and private wealth solutions for high-net-worth individuals and family offices. JTC Plc was founded in 1987 and is headquartered in St Helier, Jersey.

International Personal Finance plc is a British-based international financial services business providing home credit and digital consumer credit, including installment loans, hybrid loans, credit cards, revolving credit lines, and mobile wallets. The company also offers value-added services such as health and life insurance. It operates under brands like Provident, Creditea, and Credit24. International Personal Finance was founded in 1997 and is headquartered in Leeds, UK.

Wolters Kluwer NV provides information services to professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare. The Company provides its customers information-enabled tools and software solutions to manage their business efficiently. Wolters Kluwer operates in over 40 countries in Europe, North America, Asia Pacific and Latin America.

Nokia Oyj is a global communications company that operates a network of production facilities for location intelligence and network infrastructure, as well as a network of sales and customer service. The Company also operates research and software development facilities worldwide.

E.ON is one of Europe's largest operators of energy networks and energy infrastructure and a provider of innovative customer solutions for some 51 million customers. The company's operations are energy networks and customer solutions.

Afridi Reyal
Index Rebalance and Special Situations
• Quiddity Advisors

Summary

Areas of Expertise