Europe – Selective domestic opportunities

Presented by

Sunny Bangia

About this talk

During this 20 minute webinar, Head of Execution / Investment Analyst Sunny Bangia will discuss Antipodes Partners Funds’ key European exposures. Discussion points: - The global populist wave – Does Europe's apparent vulnerability matter? - Global valuation dispersion – A defining feature of this cycle - European extremes set the scene for adding value through stock selection - Buy strong banks and businesses undergoing positive change, e.g. Mediobanca and Telecom Italia - Short expensive yield, e.g. infrastructure imitators and other weak beneficiaries of the thirst for yield

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Antipodes Partners is a pragmatic value manager of global and Asian equities (long only and long-short). We aspire to grow client wealth ahead of the broad market over the investment cycle without subjecting capital to undue levels of risk. We take advantage of the market’s tendency for irrational extrapolation around changes in the operating environment, identify great businesses that are not valued as such and build high conviction portfolios.