
Five fund managers looking for ‘healthy’ profits
One of the virtues of the healthcare industry is its predictability. Selling essential,...
Alistair Wittet, co-manager of Comgest Growth Europe ex UK, discusses the EU Recovery Plan and longterm prospects for Europe [0:15] alongside trade war concerns with Asia [2:01] and what recent Dollar weakness means for European holdings [3:25]. Alistair also explains why the fund likes household names Lindt Chocolate and Heineken [4:51], the double-edged sword that is family owned businesses [7:08] and lastly why the environment is a key stakeholder when looking where to invest [8:15].