12 Feb 2018 08:30
JPMorgan European Smaller Companies: New research
12.02.2018
A high conviction European smaller companies portfolio managed by a team which has generated sector beating returns...
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Highlights:
· A high-conviction, focused portfolio of market leading smaller companies in Europe, led by an experienced team that has generated consistently high alpha over many periods
· Has tended to outperform a rising market in the last ten years, whilst not underperforming significantly during down years
· Even after recent gains the managers are bullish on the outlook; citing the dominance of export led companies on the continent, in their view still reasonable valuations, and the strength of the figures coming from the global PMI for manufacturing
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