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Video

European Equities Q1 investment update

April 2025 / 7 min

Overview

Investment manager Christopher Howarth and investment specialist Thomas Hodges give an update on the Europe ex UK and Pan Europe strategies covering Q1 2025.

View PDF transcript (1MB)
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  • European Fund

    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.

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