Webinar: Why now is the time for a value play in Europe

In Europe, share prices have lagged fundamentals and the gap is now wide. We expect the gap to narrow, not by the fundamentals deteriorating but rather by the relative share price return heading up. Philip Wolstencroft and Harry Eastwood explain the drivers and the data behind this statement and how they plan to capture the upside in the Artemis SmartGARP® European Equity Fund.

Philip Wolstencroft

Philip Wolstencroft, manager of the Artemis SmartGARP European Equity Fund, observes that over the long term, share prices follow the direction of companies’ profits. His investment approach is currently signalling value in European equities.

In this webinar, Philip discusses why investors should be excited by European equities and how the Artemis SmartGARP screening tool steers the team towards stocks which often end up with above-average characteristics and faster subsequent growth than the market.
 

Date recorded: Tuesday 10 September

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Philip Wolstencroft

Manages:

UK and European equity strategies

Philip is a partner and the creator of an investment process (SmartGARP™) which Artemis uses to help choose stocks for five of its funds.

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Harry Eastwood

Harry is a Product Specialist focusing on Artemis’ US equity and SmartGARP strategies.

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