Conviction investing in Europe

The Europe Equity Growth Select fund will have a concentrated portfolio of between 30-45 stocks. Investment strategy will be based on a bottom-up fundamental stock selection, based on what’s considered to be the most attractive structural growth ideas from the European markets.  So that the highest-conviction ideas are correspondingly weighted, AllianzGI explains that this fund will focus on stocks with a minimum market capitalisation of above €5bn. The team chosen to manage this new fund again favours the experience and track record of Thorsten Winkelmann and Matthias Born, team leaders...