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Thomas Kramer Profile
Thomas Kramer
Investment Director

Insights By Thomas Kramer

Showing of Insights Posts
1270413720
Article
4 min
Europe Equity Active management Wealth Program Portfolio construction Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The long-term rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why viewing European equities through a contrarian lens could help investors to uncover long-term opportunities in a rapidly evolving Europe.

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By

Thomas Horsey
Thomas Horsey
Thomas Kramer
Thomas Kramer
event
4 min
Article
2026-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1270413720
Article
4 min
Active management Equity Portfolio construction Wealth Program EMEA Focused European Equity Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

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By

Thomas Horsey
Thomas Horsey
Thomas Kramer
Thomas Kramer
event
4 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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WELLINGTON MANAGEMENT® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Hong Kong Limited 威靈頓管理香港有限公司 is a private company incorporated with limited liability in Hong Kong, with its address at 17/F Two International Finance Centre, 8 Finance Street, Central, Hong Kong.  It is licensed and regulated by the Securities and Futures Commission of Hong Kong with CE Number AJB478. 

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