European Equities Q1 investment update

Discover why Japan’s overlooked small caps offer fresh growth as innovation and AI reshape the market.

Three investment managers debate growth strategies from tech disruption to steady compounders

Matthew Brett assesses the Japan Trust’s performance, highlighting new holdings and the portfolio’s growth potential.

Europe is home to many high quality businesses with good growth prospects, which are often global leaders in their industry. As fundamental, long-term investors, we aim to build a portfolio of shares of such companies which we expect to hold for a long time. We believe that by doing so we will earn attractive returns for our clients over the long term, regardless of the external environment.