THE TIME IS NOW:
EUROPEAN EQUITIES

Europe is calling. Explore our diverse range of European Equity funds.

THE TIME IS NOW:
EUROPEAN EQUITIES

Europe is calling. Explore our diverse range of European Equity funds.

The case for Europe

The landscape for Europe is promising. Is now the time to invest in European equities?

Actively valued
Actively valued

Attractively valued
The valuation gap between Europe and the US is at extreme levels, presenting an attractive entry point for European equities.

Pioneers in sustainability
Pioneers in sustainability

Pioneers in sustainability
Europe are leaders in the crusade to sustainability and climate change is at the top of the agenda.

Diverse and robust markets
Diverse and robust markets

Diverse and robust markets
Europe is home to a wide array of world leading companies that command a global market share.

Cyclical market economic rebound
Cyclical market economic rebound

Cyclical market which stands to benefit in economic rebound
Europe is home to many cyclical companies, which typically perform better than their defensive counterparts when emerging from a downturn.

The case for European equities

The case for European Equities

Explore the full Case for European Equities here.

Why Janus Henderson for European Equities

1

Experienced investment team

2

Portfolio manager autonomy

3

Diverse range of investment styles

4

Bottom up, actively managed

A thirteen-strong team with over 250 years of combined investment experience.

Investing by committee is avoided. Instead, portfolio managers retain ownership of their specific investment process and all portfolio decisions.

The team offers portfolios with value or growth biases, funds that can shift their style tilt depending on the cycle and portfolios focused on smaller companies.

Stock selection and active exposure are core elements to each managers investment approach.

Why Janus Henderson for European Equities

1

Experienced investment team

A thirteen-strong team with over 250 years of combined investment experience.

2

Portfolio manager autonomy

Investing by committee is avoided. Instead, portfolio managers retain ownership of their specific investment process and all portfolio decisions.

3

Diverse range of investment styles

The team offers portfolios with value or growth biases, funds that can shift their style tilt depending on the cycle and portfolios focused on smaller companies.

4

Bottom up, actively managed

Stock selection and active exposure are core elements to each managers investment approach.

Funds in focus

Continental European Fund

Continental European Fund

STYLE - BLEND / AGNOSTIC

A large cap core European (ex UK) fund designed to:

Deliver long-term growth: uses a blend of large and mega cap holdings (to capture sector themes) and under-researched mid-cap stocks (tactical opportunities)

Deviate from the benchmark weightings: unconstrained investment process with no benchmark limitations and the flexibility to seek out alpha across Europe

Correctly anticipate change: competitive advantage comes from early insight into macroeconomic and industry trends

John Bennett
John Bennett
Director of European Equities | Portfolio Manager
Tom O'Hara
Tom O'Hara
Portfolio Manager

Continental European Fund appeared as a LARGE BLEND fund on the Morningstar Style BoxTM at 31st March 2021.
Morningstar Rating as of 31-03-21.
© 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Past performance is no guarantee of future results.


Horizon Euroland Fund
Horizon Pan European Equity Fund

Our approach to ESG is to look at a company's intentions and the outcomes rather than today’s ESG scorecard. As an active manager, I feel it’s my duty to engage with companies and hold them accountable."

- John Bennett,
Director of European Equities

 

Our approach to ESG is to look at a company's intentions and the outcomes rather than today’s ESG scorecard. As an active manager, I feel it’s my duty to engage with companies and hold them accountable."
- John Bennett,
Director of European Equities

Insights

Discover our latest views on European equities

consumer revenge

Consumer revenge – the next stage of the recovery in Europe

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

Read more

Shining a light on ‘hidden’ ESG in European smaller companies

European smaller companies’ managers Ollie Beckett and Rory Stokes discuss the impact that the rise in ESG has had on the market and why it is important to look beyond ESG ratings.

Read more

European equities: will value prove victorious in 2021?

Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.

Read more

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