Niall Gallagher, the manager of the GAM Star Continental European Equity fund, has been buying businesses exposed to the recovery in the European periphery as he seeks to maintain his fund's impressive track record.
David Jane, founder of Darwin Investment Managers, has named the five investment themes he is backing in his multi-asset fund to outperform this year.
European equity funds focusing on value stocks have posted almost double the returns of their growth-oriented rivals this year, as cyclical companies and the European periphery outperform quality growth plays.
Following six consecutive months of contraction, the eurozone successfully returned to growth in Q2 this year, with GDP increasing at a better-than-expected rate of +0.3% quarter-on-quarter (QoQ).