Our approach to European equities
We believe that long term investing is principally about revenue growth. And, as such we are focused on looking for companies with sustainable margins and long-term thematic tail winds. We have over 30 years’ experience managing European equities in both an unconstrained and growth-orientated strategies. With specialist expertise in the consumer, materials, energy, technology, financials, healthcare, telecoms and industrials, we take a fundamental, bottom-up approach to the region and offer both country-specfic and pan-European solutions.