Weak economic growth, political and social tensions: behind the clouds, the sun shines! Europe has a multitude of exciting investment opportunities. All it takes is the right perspective.
Carmignac’s Head of European Equities Mark Denham has been finetuning his investment approach since 2003 and has learned to seek out hidden opportunities – as demonstrated by his Citywire AAA-rating1.
There are many quality companies in Europe; and among them, there are hidden gems – just waiting to be discovered
Through this infographic, we tell the story of an underappreciated Europe, its hidden gems and why not being constrained by an index is better than staying put.
PROMOTIONAL MATERIAL. For professional investors only. This document may not be reproduced, in whole or in part, without prior authorisation from the Investment Manager. This document does not constitute a subscription offer, nor does it constitute investment advice. This material was prepared by Carmignac Gestion Luxembourg SA and is being distributed in the UK by the Investment Manager. Citywire Fund Manager Ratings and Citywire Rankings are proprietary to Citywire Financial Publishers Ltd (“Citywire”) and © Citywire 2014. All rights reserved. You may only use this material for your personal and non-commercial use. No part of this material may be copied, distributed or adapted in any form or by any means without prior written consent. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Citywire does not accept any liability for your reliance upon, or any errors or omissions in, the Citywire Ratings or Citywire Rankings. Carmignac Gestion – 24 place Vendôme – F-75001 Paris. Tel: (+33) 01 42 86 53 35 – Investment management company approved by the AMF – Public limited company with share capital of € 15,000,000 – RCS Paris B 349 501 676. Carmignac Gestion Luxembourg – City Link – 7, rue de la Chapelle – L-1325 Luxembourg – Tel: (+352) 46 70 60 1 – Subsidiary of Carmignac Gestion – Investment fund management company approved by the CSSF – Public limited company with share capital of €23,000,000 – RC Luxembourg B 67 54