European Equities Q3 2025 investment update

Steven Hay on navigating change from rising regional markets to the AI revolution.

Investment manager Michael Taylor reflects on recent performance, portfolio changes and market developments.

Investment manager Michael Taylor reflects on recent performance, portfolio changes and market developments.

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.

The Worldwide Pan-European Fund aims to maximise total return principally through investment in equity securities which are listed, traded or dealt on Regulated Markets across Europe.

Elevate your portfolio with Europe's outliers - exceptional companies with exciting potential.

We seek out Europe's standout companies with the potential to deliver exceptional investment returns.