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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