57. Moving on and finding companies that can flourish, no matter what

Alexander Darwall has managed the European Opportunities Trust for the past 20 years. In this podcast, he talks to us about his (and the trust’s) recent move from Jupiter to his own investment company, Devon Equity Management, and his enthusiasm for the job. He also describes how he tries to find companies that can flourish in different economic conditions – companies whose products and services are truly valued, so even in unprecedented circumstances such as those we face today, demand will return and the firms will survive.

Apple PodcastSpotify Podcast

European Opportunities Trust offers investors access to a high conviction portfolio of European equities with a bias towards medium and larger companies. Manager Alexander Darwall 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 provided shareholders with excellent returns on a medium to long-term basis. His past performance, which has been established over two decades, demonstrates that his process is repeatable.

Read more about European Opportunities Trust

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions.Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice.Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.