When it comes to active investing, you do not get much more active than European smaller companies.
With thousands of businesses to choose from, the options for fund managers in this space are vast, and the sector - for no real reason I can think of - remains under-researched and often under loved. But this creates opportunities - and perhaps no more so than today. Structural headwinds and herding from investors mean European large caps are very much in favour. Elite Radar: FSSA Japan Focus fund However, data from Credit Suisse over the summer shows this has resulted in European small caps trading at their cheapest level relative to large caps since 2002. And it is precisely ...
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