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Horizon Pan European Mid and Large Cap Fund

Overview

Fund Merger Notice

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INVESTMENT OBJECTIVE

The investment objective of the European Growth Fund is to achieve long term capital growth by investing at least 80% of its total assets in equities of companies located or listed in Europe (excluding the United Kingdom) or, in the opinion of the Investment Manager, deriving a preponderant part of their income from Europe (excluding the United Kingdom).

ABOUT THIS FUND

  • Focuses on identifying contrarian quality in companies that can generate superior returns on capital employed
  • Uncovering hidden potential through comprehensive analysis, a disciplined valuation approach, and a focus on mid-cap companies
  • Differentiated portfolio construction designed to minimise factor risk with alpha driven by stock selection

Portfolio Management

Marc Schartz, CFA

Portfolio Manager

Industry since 2004. Joined Firm in 2016.

Performance

Portfolio

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