LF Miton European Opportunities Fund

The fund was established in 2015 and is co-managed by Carlos Moreno and Thomas Brown. Carlos came from JO Hambro where he managed the All Europe Dynamic Growth Fund, and Thomas came from Mitsubishi UFJ Asset Management where he co-managed the European value and Momentum Fund. They had previously worked together at Thames River as fund managers on the European desk.

The fund is a multi-cap fund, but the natural focus is on mid-cap where they find the greatest opportunities. They started by explaining that fundamentally they are bottom up stock pickers. If they look at the macro picture, then it is very messy. Valuations against US equities have got cheaper since 2016 so that doesn’t tell them a great deal. There is conflicting data on whether investors are under or overweight Europe and investor sentiment is mixed….read more

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.