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.
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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

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