Unlock Europe's Potential
A landscape of investment opportunity
Diverse and robust markets
Europe provides exposure to every type of company, from smaller, faster-growing local businesses to huge, defensive multi-nationals that command a global market share.
Economic resilience
Europe is home to many economically sensitive businesses, and cyclical industries, which tend to perform better than their defensive counterparts when emerging from a downturn.
Attractively valued
Significant divergence in stockmarket performance between Europe and the US presents a potentially attractive opportunity to improve diversification at a regional level.
Past performance does not predict future returns.
The value of an investment and the income from it may go down as well as up and you may lose the amount originally invested.
European Espresso
Serving up an expert blend of insight on European equity markets straight from the investment team.
Janus Henderson as a leader in European Equities
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Experienced investment team |
*Source: Janus Henderson, as at 31 March 2024.
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Diverse range of investment solutions |
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Bottom-up, actively managed |
Funds in focus
A fund focused on large cap European (ex UK) equities designed to capture opportunities across all market cycles.
Identifying catalysts for change
Focuses on capturing investment opportunities by accurately anticipating changes and inflection points in companies and industries
Dynamic investment approach
Seeks to add value at two levels: stock selection and sector theme selection (where opportunities exist)
Blend style
Style bias shifts between growth and value depending on the market environment and opportunity set but always within the core category
A balanced portfolio seeking attractive valuations and high growth opportunities in Europe (excluding-UK) equities.
Valuation aware approach, blended by style
The portfolio managers buy growth only at a reasonable price, shifting the portfolio towards growth or value depending on the best opportunities
Small caps with ESG beneficiaries
The team believe companies that score well on ESG and sustainability warrant a valuation premium over time
Willingness to take a contrarian view
A larger investment universe may provide more opportunities to find mispriced stocks in mature and turnaround companies
A fund that invests with high conviction in European (ex UK) companies, wherever the most compelling opportunities exist, regardless of style or market cap.
High conviction
The managers’ approach to investing in European equities is to construct a portfolio of high-conviction stock ideas, regardless of market cap or style
Exploiting pricing inefficiencies
Many companies in Europe have little or no analyst coverage, creating pricing inefficiencies that the managers can exploit
Experienced team
The managers are supported by a strong and stable European Equity platform, which includes large-, mid- and small-cap specialists
Past performance does not predict future returns.
The value of an investment and the income from it may go down as well as up and you may lose the amount originally invested.
Meet the team
Ollie Beckett
Portfolio Manager
Tom Lemaigre, CFA
Portfolio Manager
Tom O’Hara
Portfolio Manager
Jamie Ross, CFA
Portfolio Manager
Marc Schartz, CFA
Portfolio Manager
Julia Scheufler, CFA
Portfolio Manager | Deputy Portfolio Manager (2024) - The European Smaller Companies Trust PLC
Robert Schramm-Fuchs
Portfolio Manager
Rory Stokes, CFA
Portfolio Manager | Deputy Portfolio Manager (2014) - The European Smaller Companies Trust PLC
Richard Brown, CFA
Client Portfolio Manager
David Barker
Research Analyst
