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Focused European Equity

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Article
4 min
Active management Equity Portfolio construction Wealth Program EMEA Focused European Equity Article
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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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Thomas Horsey
Thomas Horsey
Thomas Kramer
Thomas Kramer
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4 min
Article
2026-03-31
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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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