Darwall picks three winners riding out the Europe crisis

Jupiter's head of European equities Alex Darwall said there are a number of companies which will emerge from the European sovereign debt crisis with stronger business models.

Darwall, (pictured), who runs the £1.7bn Jupiter European fund and £237m Jupiter European Opportunities trust, has renewed the focus of his portfolios to identify the ‘special' cases in Europe, tapping into companies prospering from long-term secular trends. Writing for the Association of Investment Companies' monthly newsletter, Darwall said the increasingly important theme of globalisation is allowing certain companies to expand their business reach into immature markets. Darwall named three companies he expects to be the winners from the ongoing crisis in the eurozone: 1. Essilo...