Focused European Equity

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Active management Equity Portfolio construction 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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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