Argonaut's Norris: Lessons from a decade of European investing

Last November Argonaut's Barry Norris celebrated a decade managing European equity funds, through a period that has seen the end of the dotcom era, a global financial crisis, and a sovereign debt crisis in Europe.

Despite these challenges, Norris has produced a return of around 230% during that time, according to FE data, versus the Europe ex UK sector average of 111%. He began investing in European equities when he joined Baillie Gifford in 1998 and then joined Robin Geffen,s Neptune to launch a European Opportunities fund in 2002. In 2005, he set up Argonaut, the European equity boutique and joint venture with Resolution, now Ignis Asset Management. Earlier this year, the firm became independent of Ignis and Norris recruited to build Argonaut,s own sales and distribution arm. Norris is ...