We believe that the best way to build a macro view is from the bottom up. The manager of SVM Continental Europe, Hugh Cuthbert, travels extensively in Europe, meeting with management of a wide range of different types of businesses in different countries. During his presentation he will give a number of examples of the opportunities he has unearthed.
With a number of countervailing economic forces at work, Margaret Lawson believes now more than ever investors will be rewarded for closely examining company fundamentals, focusing on revenue, earnings cash flow and guidance. During the presentation she will share her favoured stock-picks.
Neil is a value orientated manager running a truly unconstrained global equity fund. His approach involves turning over a lot of rocks to find valuation anomalies and blending the resulting ideas into a portfolio designed to perform in various market conditions. In the presentation he will share his macro views and how he goes about finding the stock ideas that will differentiate his portfolio.
Fund managers, Neil Veitch and Jimmy Cooke discuss the impact central bank actions are having on the Global Economy. They share their views on the oil price and discuss the outlook for stock holdings, Hutchison Whampoa, AstraZeneca, Momenta, Grasim and Hitachi.
Fund manager Hugh Cuthbert gives examples of his favoured European stock-picks from global players such as Holcim to more domestic facing stocks, Italian businesses Cairo and Mediobanca where he focuses his attention on corporate structure and governance and the impact of ECB actions. Finally he explains his investment case for Portuguese telecoms company NOS.
With various metrics suggest that European equities are over-valued,
Hugh Cuthbert, Manager of the SVM Continental Europe Fund, will explore the macro data and identify several specific, compelling opportunities in Europe.