With so much uncertainty and volatility in US markets, many investors are feeling concern and caution as portfolios become unbalanced and exposed to significant valuation risk.

Packed with listed positions that diversify portfolios, this is an opportune time to explore the European equity market.

We will explore with different perspectives from European Equity portfolio managers that invest through different lenses, they are:

Mark Denham – Head of European Equities at Carmignac.  Mark builds portfolios with a large cap growth orientation, and

Philip Wolstencroft, Partner and portfolio manager at Artemis Funds, Philip is the orginator of Artemis’ SmartGARP process that has resulted in European equity portfolios with a mid-cap value tilt.

James Sym, Partner at Goodhart Partners explores how tariffs could be beneficial to European Equity holdings.

We have space for a maximum of 6 fund selection specialists.  Please contact us if you would like to join this fascinating debate.