Hermes Sourcecap is a boutique asset-management company based in London specialising in managing high-alpha, unconstrained European equity portfolios for institutional clients. We offer a pan-European and continental-European version of our long-only product, European Alpha, in the form of segregated accounts and also a UCITS vehicle.
The investment philosophy of the company is based on the belief that change is systematically under-appraised by investors. Most analysis is done in a linear manner while the reality is that we live in a non-linear and scalable world. This inefficiency is best exploited by taking a long-term time horizon when assessing the merits of individual stocks and conducting independent research that goes direct to the source of the insight to validate the investment thesis.
