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Why QSM?

Combined micro / macro analysis within a long-term value framework from an experienced team with contrarian instincts.

Global Equities From An Alternative Perspective

QSM Asset Management is an employee-owned investment boutique, aiming to provide an alternative perspective on long/short investing in global equity markets.

The combined rise of passive, momentum-based and short-term investing strategies is increasingly creating inefficiencies in global equity markets that can be exploited by taking a long-term value-based approach.

QSM believes this alternative approach is best followed within a boutique environment.

The QSM Approach

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Micro / Macro Iterative Approach

Tying together bottom-up and top-down analysis into a coherent view. Consideration of a wide range of potential outcomes and how these compare to consensus expectations.

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Contrarian Instincts

Operating away from the mainstream, a contrarian approach can offer a differentiated return profile.

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Value Orientated Style

Targeting investments with strong risk / reward trade-offs on both the long and short sides. Aiming to minimize the impact of being wrong.

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Long Term View

Equity markets appear to be increasingly inefficient with respect to time. Deep analysis coupled with patience can exploit this.

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Experienced Team

The Team has a long track record through highly volatile markets. Managing position sizing and liquidity is critical in limiting the impact of events that don’t work out as anticipated.