For institutional investors in Norway

Pan European Equity

A large cap core Pan European equities strategy

Overview

About this strategy

The investment manager seeks to anticipate catalysts for change in companies and industries across Pan-Europe (including UK) based on fundamental research and thought leadership, in order to construct a portfolio of large companies complemented by mid-size company opportunities with the potential to enhance the strategies overall returns.

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past performance does not predict future returns.

Glossary

Investment approach

Designed to deliver long-term growth
Uses a high-conviction blend of large and mega cap holdings (to capture sector themes) and under-researched mid-cap stocks (tactical opportunities)

Deviates from the benchmark weightings
Unconstrained investment process with no benchmark limitations and the flexibility to seek out alpha across Europe

Correctly anticipate change
Early insight into macroeconomic and industry trends can provide a competitive advantage

This website is a marketing communication.

PORTFOLIO MANAGEMENT

John Bennett

Director of European Equities | Portfolio Manager

Industry since 1987. Joined Firm in 2011.

Tom O’Hara

Portfolio Manager

Industry since 2006. Joined Firm in 2018.

Tom Lemaigre

Portfolio Manager

Industry since 2014.