Man Pan-European Equity Growth Strategy is an actively managed, long-only equity strategy that invests in European stocks across market capitalisations.

The team’s stock selection is index agnostic and, rather than viewing exposure in a benchmark-relative context, takes a long-term, ownership approach to building a fundamentally selected, high conviction portfolio of scalable companies.

Core to the process is identifying and investing in Europe’s strongest companies through a focussed, bottom-up research approach. The team is uncompromising in its search for quality companies that are able to demonstrate sustainable competitive advantages over the next 5 years and beyond.

Companies that meet the demanding criteria set out above typically fall into the following two categories:

• Core companies – Core companies are formidable market leaders in their industry, with clear roadmaps for earnings and free cashflow, and a 5 year expansion path. At any time 67-100% of the portfolio will typically be invested in this category.
• Non-core companies – Non-core companies are high growth names in the vanguard of a new or existing market which already demonstrate clear competitive advantages. A maximum of 33% of the portfolio will typically be in this category.