Crux's Pease: How activist involvement in Europe is helping us find value

The investment case for Europe is on the face of it challenging, but Crux is finding opportunities in unusual areas.

Further concerns over a Greek sovereign debt crisis dominated headlines over the summer and have been compounded by fears of a slowdown in China. GDP growth in the European Union has continued to be anaemic, rising only 0.4% sequentially in the second quarter of 2015. But we believe Europe offers many attractive investment opportunities which are not predicated on further quantitative easing by the ECB or a corresponding 'dash to trash'. Increased activist involvement in Europe might support this view. Henderson's Bennett: I wish I had greater access to European small caps Activist...