Five of the Best: Stocks for a European recovery

Last July's pledge by ECB president Mario Draghi to do "whatever it takes" to save the euro has sparked a run that saw the MSCI Europe index beat the MSCI World by 6% in the last year, surpassed only by the US in terms of performance.

But despite the rally, a number of stocks still present further opportunities for returns, according to Hermes Sourcecap CEO Andrew Parry (pictured). Here he picks five holdings from the £233m European Alpha fund that could be set for a bounce...