The Berenberg European Micro Cap and European Small Cap funds are up 31 percent and 27 percent, respectively, in 2021, beating 99 percent and 98 percent of peers, according to data compiled by Bloomberg. Lead manager Peter Kraus said the funds have thrived by sticking to their strategy of buying shares of fast-growing, innovative companies that have solid financials.
Lately that search has turned up a lot of names from opposite ends of the continent. Stockholm-listed companies make up four of the 10 biggest holdings in the small-company fund, while Italian information-technology stocks are among the largest positions as well.
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