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Horizon Euroland Fund

An actively managed strategy aiming to deliver capital growth through the identification of good quality, but undervalued, firms operating/based in the Euroland

Overview

INVESTMENT OBJECTIVE

The investment objective of the Euroland Fund is to seek long-term capital appreciation by investing at least 75% of its total assets in equity securities of companies incorporated or having their principal business activities in Euroland countries (i.e. countries having adopted the Euro as their national currency in the member states of the European Monetary Union).

ABOUT THIS FUND

  • A disciplined investment process, developed by the fund manager in 1988, that sets aside sentiment in order to benefit from market mispricing
  • Investment process combines bottom-up analysis with qualitative overview that helps the team control risk while seeking to maximise performance
  • Seeks superior companies with established track records that are priced at a level that does not reflect their intrinsic value or future prospects

RATINGS AND AWARDS

Portfolio Management

Nick Sheridan

Portfolio Manager

Industry since 1986. Joined Firm in 2009.

Performance

Portfolio

Documents