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For Institutional Investors in the US

Concentrated Europe Equity

For investors seeking long-term capital growth from an actively managed concentrated portfolio of mainly large and mid-cap European companies.

Overview

About this Strategy

We believe macroeconomic and sector trends travel globally. Early insights into European companies come from understanding global markets and industry dynamics. Our approach is style agnostic, with a belief that valuations are mean reverting over the long term. While excess returns can diminish, poorly managed companies can present opportunities by anticipating change. Patience, long-term commitment, and management quality are key to our approach.

Investment Approach

High conviction

  • Seeks to generate alpha from a concentrated portfolio of around 30 to 50 of the managers' highest conviction stock ideas.

Style-agnostic, all-weather approach

  • Actively invests wherever the most compelling opportunities exist across European equities, regardless of market style.

Experienced team

  • Experienced European equities franchise, focused on company engagement, active stock selection and disciplined risk management.

Portfolio Management

Robert Schramm-Fuchs

Portfolio Manager

Industry since 2005. Joined Firm in 2014.

Marc Schartz, CFA

Portfolio Manager

Industry since 2004. Joined Firm in 2016.

Performance

RETURNS (%) (As of 12/31/2024)
Composite Net Composite Gross MSCI Europe U$ - Total Return Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(12/01/1999)
Composite Net -8.98 1.98 1.98 0.08 8.43 4.63 8.24
Composite Gross -8.75 3.00 3.00 1.30 9.78 5.98 9.58
MSCI Europe U$ - Total Return Index -9.68 2.43 2.43 1.84 5.53 5.61 4.78
RETURNS (%) (As of 02/28/2025)
Composite Net Composite Gross MSCI Europe U$ - Total Return Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(12/01/1999)
Composite Net 6.75 9.71 7.00 7.74 12.34 4.79 8.58
Composite Gross 7.01 9.88 8.06 9.03 13.73 6.13 9.93
MSCI Europe U$ - Total Return Index 8.16 10.84 11.90 8.08 10.40 6.05 5.18
Calendar Year Returns (%)
Composite Net Composite Gross MSCI Europe U$ - Total Return Index
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Composite Net 1.98 17.74 -16.51 18.32 26.38 31.46 -27.85 16.12 -7.27 2.73
Composite Gross 3.00 19.28 -15.39 19.87 28.02 33.16 -26.87 17.64 -6.03 4.08
MSCI Europe U$ - Total Return Index 2.43 20.66 -14.53 16.97 5.93 24.59 -14.33 26.24 0.22 -2.34

Documents