15. Lager, salmon and chocolate: three reasons to like Europe

Having won a school investment competition a the age of 16 and been runner-up in the Observer 'Investor of the Year' at age 21, it's perhaps not surprising John Bennett became a fund manager. In this podcast he talks to us about his investments in Carlsberg and Nestle, as well as Mowi the salmon farming business. He also tells us why he thinks banks are short-term trading opportunities, not long-term investments, and why Europe will continue to lead the way in science and design.
Apple Podcast Spotify Podcast

Experienced European equity manager John Bennett uses the early identification of industry or sector themes to help him discover under-researched opportunities. He ignores the macro-driven fear and optimism that tends to fill the newspapers, and instead focuses on what matters – real or absolute value – when investing in stocks in his Janus Henderson European Selected Opportunities and Janus Henderson European Focus funds.

Read more about Janus Henderson European Selected Opportunities and European Focus

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.

More Episodes