Amaya Assan, senior investment research analyst at Square Mile Investment Consulting & Research, highlights five standout European managers and identifies what makes them so compelling.
Europe appears to be in fashion at the moment. Short-term tailwinds, such as euro weakness, monetary stimulus and the fall in oil prices, have all been factors which the market has looked upon favourably. For those wishing to invest, the asset class has a number of compelling fund managers. They share common characteristics which we like to see: experience of companies and markets; consistency in the application of their investment philosophy and approach; well-constructed portfolios with a sensible view on risk and strategies that have proven to work over time. Liontrust Europea...
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