Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
As active stock-pickers in European equities, we operate in a highly diversified region with more than 2,000 investible companies. While our universe is broad, our criteria are narrow; primarily we look for companies that we believe have superior wealth-creating abilities.
Something that has caught our interest is the concentration of high returning companies within a single country in Northern Europe.