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Investing in a Recovering Europe

US equities exceeded their previous all-time high in April 2013 but it took European shares another two years to reach that point. As a stock market region, we believe Europe is currently well-positioned to continue to outperform other developed markets. Not only do we expect USD-strength to bolster European exporters’ revenue and profit growth but accelerating economic activity should support intra-regional commerce and therefore economies of scale for businesses at large. In this presentation, Christian Diebitsch, the Portfolio Manager of Heptagon European Focus Equity Fund, explains where he currently sees opportunities for further outperformance by following a disciplined, time-tested, bottom-up, non-benchmark driven strategy based on quality-growth.
Recorded Aug 12 2015 32 mins
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Presented by
Christian Diebitsch, Portfolio Manager, Heptagon
Presentation preview: Investing in a Recovering Europe
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Heptagon Capital quarterly calls with Fund Managers
Heptagon Capital UCITS Fund quarterly Fund Manager calls, covering US, European and Global Equities.

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  • Title: Investing in a Recovering Europe
  • Live at: Aug 12 2015 1:00 pm
  • Presented by: Christian Diebitsch, Portfolio Manager, Heptagon
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