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.
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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.

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The views of the author and any people interviewed are their own and do not constitute financial advice. 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. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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