Programme List - Europe Breakfast Briefing 2018
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Programme

08:00-08:40

Registration, breakfast & networking

08:40-08:45

Opening remarks from Investment Week

08:45-09:45

Boardroom sessions 1&2

09:45-10:00

Comfort break

10:00-11:00

Boardroom sessions 3&4

11:00

End of event

 

 

 

 

 

 

 

 

 

Session Information

 

Keynote

 

Anna Stupnytska , Global Economist, Fidelity International

 

 

Neptune Investment Management

 

Rob Burnett, Head of European Equities, Neptune Investment Management

 

Europe: why invest with a value bias today?

 

With the recent market turbulence, many investors in Europe have been shunning value and moving towards quality growth in a general flight to safety.  However Rob Burnett, who manages the Neptune European Opportunities Fund, a fund with arguably the most pronounced value tilt within the IA Europe ex UK sector, will discuss the major concerns that have hit sentiment over the past six months explaining why he believes they could reverse into tailwinds and signal a strong recovery for the value style over the coming months.

 

SYZ Asset Management

 

Michael Clements, Head of European Equities - Portfolio manager SYZ Asset Management (Europe) Ltd

 

Lessons Learned from a Tough Year as a Contrarian

 

Mike Clements will share his thoughts and experiences following a period where the market has rewarded popular stocks and his contrarian style has suffered compared to peers.  He will discuss what this means for his approach going forward and where he sees opportunities to deliver excess returns for investors in OYSTER Continental European Selection and OYSTER Continental European Income.

 

 

Waverton Investment Management

 

Chris Garsten, Fund Manager, Waverton Investment Management

Accessing Technology Through Traditional Sectors in Europe

 

Investing to benefit from growth in pure technology companies currently requires a stomach for astronomical valuations, the confidence to predict winners in rapidly evolving product offerings and, specifically for Continental European investors, a slim offering of global leaders.

Our research suggests some of the best European tech opportunities actually reside in more traditional sectors. These companies are using innovative technology to secure their moat against global competitors, drive efficiency and growth, and deliver outstanding shareholder returns.

Crucially for long-term investors, by investing in existing market leading businesses with the infrastructure and client base already in place, you are not subject to the often-binary outcomes typical in pure technology companies.