Reconciling tactical and strategic views for pan-European equities
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.
RecordedMar 16 201644 mins
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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.
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.