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European Growth Trust: manager insights

January 2023 / 6 min


Key Points

  • Our investment style is out of favour, with the net asset value and share price both falling over the past year
  • Despite this, operational performance has been mostly good, and we’ve taken the opportunity to buy in at lower valuations
  • Not all our investments will work out, but our long-term approach gives us the best chance to identify outliers that can create significant value