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Could you describe your investment process briefly?
Our investment process is bottom-up, based on identifying good quality stocks at a reasonable price and holding them for the long-term. We identify good quality companies from first-hand research, which includes a series of company visits coupled with in-depth analysis of the company. We measure quality by looking at a company’s management, business focus, balance sheet and corporate governance. Price is calculated relative to key financial ratios, the market, peer group and business prospects. We believe it is critical to do full due diligence on a company before investing and we never invest in a company without first meeting management. For the European Equity Income Fund we apply a dividend...
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