Programme List - Investment Company Breakfast 2019



08:00 – 08:15

Registration, breakfast and networking


08:20 - 08:30

Introduction from Keynote Speaker

08:30 – 08:55


Cristina Dondiuc, Associate Investment Director


Fund: Fidelity European Values PLC
Why choose a catious approach today

European Equities remain deeply unpopular with investors. A tougher macro environment, extended valuations and peak profit margins continue to weigh on sentiment towards continental European and UK equities. Despite these well-publicised challenges, Europe continues to offer a diverse universe of companies that pay good dividends and can also protect capital in a difficult market. Against these backdrop, we will discuss how the Fidelity European Values PLC trust is positioned to deal with these market conditions and how the Trust is managed for its shareholders by focusing on the type of companies that possess the strength and resilience to create shareholder value irrespective of the prevailing economic environment.

09:00 – 09:25

Baillie Gifford

Catharine Flood, Client Service Director


Fund: Scottish Mortgage Investment Trust PLC

09:30 – 09:55

First Trust

10:00 – 10:25



Closing Remarks and End of Event

*programme is subject to change