Greece and Germany drive F&C Euro Dynamic returns

Co-managers Peter Jarvis and Davina Curling look for unrecognised growth potential across the continent, with focus on small and mid caps

Headed by Peter Jarvis and Davina Curling, F&C's £60.2m European Dynamic fund is a best ideas portfolio aiming for top-quartile performance. The two have worked together for 12 years, developing their own style over time - essentially growth at a reasonable price with portfolio construction driven by stock selection and thematic views. They conduct their own research, particularly in mid- and small-caps, which accounts for a significant portion of the fund. Jarvis has been running the portfolio solo for a year while Curling is on maternity leave, and his co-manager is now due back immine...