WEBVTT

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[MUSIC PLAYING]

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There are a number
of global themes

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where we believe
European companies are

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leading the way in driving
the next leg of growth.

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For example, in
the growing trend

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towards spend on
health and well-being,

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and also the spend that is
needed to drive the climate

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transition.

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A real strength
of our process is

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the use of both fundamental
and quantitative analysis.

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That quantitative
analysis allows

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us to assess over a
thousand companies

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daily and screen
them so that we can

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do more fundamental
analysis afterwards.

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It also allows us to
look at our own portfolio

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with an objective lens to make
sure there isn't anything we

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are missing in our portfolio.

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I think one of the biggest
misconceptions about investing

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in European-listed
companies is that people

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believe it's about investing
in the European macro.

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And worse than that, investing
in European politics.

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But actually, only 35% of the
revenues from our portfolio

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are generated from Europe.

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The companies that we
invest in are far more

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globally diversified.

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This allows us to find
really attractive valuation

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opportunities for
globally-facing European-listed

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companies.

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[MUSIC PLAYING]

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