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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.
Recorded Aug 12 2015 37 mins
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Presented by
Robin Milway, Senior Portfolio Manager, New Capital Dynamic European Equity Fund
Presentation preview: Europe: Separating macro from the micro and why business continues to thrive

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  • Title: Europe: Separating macro from the micro and why business continues to thrive
  • Live at: Aug 12 2015 12:00 pm
  • Presented by: Robin Milway, Senior Portfolio Manager, New Capital Dynamic European Equity Fund
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