12. World Cup football, dividends and renewables

While the Netherlands may have beaten Sweden in the recent semi final of the FIFA Women’s World Cup, according to Chris Garsten, co-manager of Waverton European Capital Growth fund, Sweden wins hands-down over it’s Dutch counterpart in terms of investment opportunities. In this podcast Chris discusses the highs and lows of 20 years investing on the Continent and the herd-like scramble into renewables.

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The managers of Waverton European Capital Growth fund focus on finding companies whose management interests are aligned with shareholders, have earnings visibility, pricing power, cash generation and return on capital. But companies don’t have to have all these attributes at the point of investment – indeed, many of their best ideas are businesses in the early stages of reform.

Read more about Waverton European Capital Growth fund

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