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Asset classes

A shared investment philosophy



Whilst approaching investment from different angles, the European equity team share common philosophies towards both investment and working together.

 

 


European Value
Expertly combining Value and Growth opportunities and special situations with the aim of delivering consistent and sustained performance.

  • Managed by Rita Dhut and Philip Parker, dedicated and specialised Value managers
  • They have developed individual strategies designed to exploit the individual characteristics of a range of identified anomalies over short, medium and longer-term time horizons.

 

European Opportunities
Expertly combining Value and Growth opportunities and special situations with the aim of delivering consistent and sustained performance.

  • John Botham has more than 20 years industry experience
  • A pragmatic and flexible approach to construct concentrated European Opportunities funds. looking for opportunities where the market is underestimating the long-term level of economic returns / or a given level of economic returns and companies where change is occurring (e.g. management, strategic) which will help to realise hidden value.

 

European Growth
Investing in the winners of tomorrow where the market is yet to recognise the potential for growth.

  • Mark Denham has over 20 years experience in the investment industry
  • Looking for companies with sustainable and above average growth rates
  • Available on a segregate mandate basis