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 generates his own ideas, primarily through company meetings. Firms benefiting from economic tailwinds and in strong positions within their industries are preferred. He particularly likes businesses with proprietary technology, and companies that have a business plan that provides them with long-term sustainable growth. He has a record of success in different economic environments.
What’s covered in this episode:
- Why you don’t need to be excited about Europe as an economy, to still make money there
- How the right companies can do well, despite the risk of central bank mistakes
- The characteristics of ‘special companies’ making up the portfolio
- Why the manager invests in Novo Nordisk
- How a diabetes drug can also help patients lose weight
- How Deutsche Boerse can do well in periods of stock market volatility
- Why the cyber security sector is at risk of disruption
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