For institutional investors in Sweden

Continental European Equity

A large cap core European (ex UK) strategy


About this strategy

An actively managed strategy aiming to capture performance by anticipating the catalysts for change in European (ex UK) companies and industries.

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.


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

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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, CFA

Portfolio Manager

Industry since 2014.