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Jupiter European

Elite Rated by FundCalibre

This fund offers investors access to a high-conviction portfolio of European equities with a bias towards medium and larger companies. The manager has developed a coherent and consistent investment process that has a record of success in different macroeconomic environments.

Company Description

Founded in 1985, Jupiter Asset Management has grown from a specialist investment boutique to a global fund management company. It provides a range of products from bond and equity funds to multi-asset strategies for both retail and institutional clients.

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Fund Manager

Alexander Darwall has more than 25 years of industry experience and started his career as an equity analyst, working at a number of firms, including Goldman Sachs. He joined Jupiter in 1995 and has run this fund since 2001. He also manages several other European funds.

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My approach is simple. I want world-class companies that can sustain profit growth and margins over a long period of time irrespective of global macro themes.

Alexander Darwall - Fund Manager

The Investment Process

Alexander generates his own ideas, primarily through company meetings. He looks for evidence of successful, proven business models being implemented by open and honest management teams. Firms benefiting from economic tailwinds and in strong positions within their industries are preferred.

Risk

The manager employs an unconstrained approach to stock selection, which means the fund can deviate from the benchmark and this can introduce more risk into the portfolio. Investors should also be aware of the currency risk.

Our Opinion

Alexander has developed a real aptitude for recognising patterns of success in company business plans and management teams. This skill, combined with his patient and value-aware approach, has seen the fund become a top European fund since he has been managing it.

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