Undervalued domestic Europe spurs JOHIM's offshore European portfolio

clock

Kelton explains his investment process and where he is finding contrarian stock ideas in the eurozone.

With many investors moving their focus away from the US where valuations are at record highs, wealth managers and asset allocators are now looking more closely at alternatives such as Europe. European equities, like a number of other IMA sectors, have a few standout funds to which most investors flock, from houses such as BlackRock, Fidelity, and Jupiter. However, while some of those names have struggled over the last few years, one offshore fund is standing out from the crowd. The €344m Waverton European fund – domiciled in Ireland and run by JO Hambro Investment Management’s Oliv...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Event Voice: Stepping out of cash into the Credit Sweet Spot

Event Voice: Stepping out of cash into the Credit Sweet Spot

Peter Marsland, Fixed Income Investment Specialist, from Aberdeen discusses the Short Dated Enhanced Income Fund at the June Fixed Income Market Focus.

Peter Marsland, Fixed Income Investment Specialist
clock 08 July 2025 • 4 min read
Investors undergo 'buyers' strike' in June sending order values to two year low

Investors undergo 'buyers' strike' in June sending order values to two year low

Middle East conflict did not deter investors

Eve Maddock-Jones
clock 08 July 2025 • 2 min read
The big questions around re-evaluating risk for the retail investment industry

The big questions around re-evaluating risk for the retail investment industry

Discussions at Global Investment Management Summit

Katrina Lloyd
clock 08 July 2025 • 8 min read
Trustpilot