Europe: Separating macro from the micro and why business continues to thrive
Many local European companies are thriving even in the midst of political uncertainty and economic malaise. We will explain how the New Capital Dynamic European Equity Fund focuses on what are the most important drivers for any business, namely the management and the business model. We aim to show the listener that there is a rich diversity of phenomenal companies in Europe that are prospering, despite newspaper headlines to the contrary, and where we see opportunity in equity markets going forward.
RecordedAug 12 201537 mins
Your place is confirmed, we'll send you email reminders
Jeff Li and Chris Chan explain how the New Capital Global Equity Conviction Fund takes a differentiated approach to equity investing. Looking for companies that can deliver value to shareholders independently of market conditions.
Bibiana Carretero explains how the New Capital Dynamic European Equity Fund takes a differentiated approach to equity investing. Looking for companies that can deliver value to shareholders independently of market conditions.
Joel Rubenstein, Lead Portfolio Manager & Chelsea Wilson, Equity Analyst, New Capital US Growth Fund
Discussing the ongoing shift in retail to online and mobile channels, and the resulting impact on traditional brick and mortar retailers. Join us on this webinar to find out who is winning and losing vs. Amazon in the market share game, and how the millennial generation is shifting their focus to purchasing experiences over material goods.
Our Portland based US equities Portfolio Managers, Don Klotter and Joel Rubenstein, discuss where they see growth opportunities in the current market environment. Innovation & disruptive business models lead the way.
Robin Milway (Senior Portfolio Manager) and Bibiana Carretero (Senior Portfolio Manager), EFG Asset Management
European equities have shown investors both euphoria and despair. Bibiana and Robin look at bridging the gap between stocks’ intrinsic value and market prices – looking at market sentiment and its effects on the real fundamentals of companies. There are pent-up returns and through using a strong investment framework you can uncover longer-term winners.
New Capital is a specialist investment house, with high-conviction funds designed to produce long-term outperformance for clients. New Capital is a brand of EFG Asset Management, the investment arm of global private banking group EFG International.
New Capital UCITS funds are accessible via over 20 platforms and are registered for sale in Austria, France, Germany, Hong Kong, Luxembourg, Singapore (accredited investors only), Spain, Sweden, Switzerland, The Netherlands and UK.
Europe: Separating macro from the micro and why business continues to thriveRobin Milway, Senior Portfolio Manager, New Capital Dynamic European Equity Fund[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]37 mins
Learn more about BrightTALK's products and services.