Fund conviction and opportunities with Jupiter European

Darius McDermott 04/08/2021

Darius McDermott interviews Mark Nichols and Mark Heslop, co-managers of the Elite Radar Jupiter European fund who inherited the £4 billion fund in 2019. They discuss stock conviction in such a large fund, industrials, global leaders and holding Adidas.

This interview covers:

  • how the managers have such high conviction in a holding with example RELX [0:24]
  • opportunities in industrial and consumer discretionary [2:47]
  • finding global leaders in Europe [5:26]
  • an in-depth case study with Adidas [6:22]
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