European equity Portfolio Manager Nick Sheridan considers where the best and most consistent returns can be found within European value.
Quality value or deep value – which is best?
Tony Cesar
Katalin Kallo
Bernd Riedel
Bernd Riedel is a Director, Client Group Germany at Janus Henderson Investors.
Christina El Bayadi
Dipesh Amin
Ali Dibadj
Ali Dibadj is Chief Executive Officer of Janus Henderson, a role he has held since joining the firm in June 2022.
Panos Nikopolitidis
Panos Nikopolitidis is Deputy Chief Operating Officer at Janus Henderson Investors, a position he has held since 2025. In this role, he oversees middle office, enterprise data management, fund administration, transfer agency, strategic vendor oversight, business resilience, and operations change management. He joined the firm in 2022 as global head of operations. Prior to joining
Aston Tan
Quality value in Europe – a change in direction for the new investment cycle
With inflation and political tensions rising, global trade becoming more difficult and ultimately a likely increase in interest rates, is there a new dawn on the horizon for European value stocks?