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There are a number of global themes
where we believe European companies are
leading the way in driving the next leg of growth.
For example, in the growing trend
towards spend on health and well-being,
and also the spend that is needed to drive the climate
transition.
A real strength of our process is
the use of both fundamental and quantitative analysis.
That quantitative analysis allows
us to assess over a thousand companies
daily and screen them so that we can
do more fundamental analysis afterwards.
It also allows us to look at our own portfolio
with an objective lens to make sure there isn't anything we
are missing in our portfolio.
I think one of the biggest misconceptions about investing
in European-listed companies is that people
believe it's about investing in the European macro.
And worse than that, investing in European politics.
But actually, only 35% of the revenues from our portfolio
are generated from Europe.
The companies that we invest in are far more
globally diversified.
This allows us to find really attractive valuation
opportunities for globally-facing European-listed
companies.
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