Europe: why now?

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

Scottish American Investment Company manager James Dow discusses the trust's quality holdings and long-term growth drivers.

Jonny Greenhill on Long Term Global Growth’s patient approach to backing transformative companies.

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.