european funds

Also focusing on dislocated spreads

Due to drop in research

Performance and potential unpicked

Averaging 47% discount for equity funds

Incisive Works recently attended an Allianz working lunch as Thorsten Winkelmann and Marcus Morris-Eyton discussed their portfolio construction philosophy for the Allianz Continental European Fund

Flagship fund surpasses $4bn

Fund tax changes are here to stay and the industry needs to adapt