Over the last decade, the market has seen an increasing divergence in valuation between ‘growth’ and ‘value’ areas of the market, and importantly between the US and European equity markets.
In this short Q&A video, EdenTree’s head of European Equities Chris Hiorns talks to James Tomlinson, head of Wholesale Distribution about a breadth of excellent and often neglected opportunities in European equities and why investors should continue to consider the region as an important part of a core diversified portfolio.
In a longer interview, EdenTree fund manager Chris Hiorns outlines how this backdrop provides an opportunity for allocators, to capture record valuation discounts in terms of both a geographic and style basis. Chris will also discuss how his value and contrarian philosophy alongside his bottom-up stock picking process, provides a diversified portfolio of responsible and sustainable companies.
You may also be interested in the latest webinar from EdenTree hosted by Professional Paraplanner; Watch on Demand: EdenTree: Rise of the Machines – AI Revolution
