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The aim is to achieve long-term capital growth by investing in an actively managed portfolio of Continental European equities.
The manager applies a value conscious approach with the emphasis on medium-sized companies but one third of the portfolio is held in market leaders to improve liquidity and to reduce volatility. The stock-driven nature of management implies that the asset and sector allocation is largely incidental and stock holding size also ignores index weights.
Most stocks held are trading on below average ratings, and are often companies where the manager believes that the market has undervalued their growth potential. This might include companies which are undergoing restructuring, or companies which are unfashionable. The manager will also look to exploit industry anomalies, whereby companies in one country are cheaply valued compared to similar companies in other countries.