GLG Pan-European Equity Growth
- Repeatable bottom-up stock picking approach
- Searching for Europe’s strongest companies
- Portfolio manager with a demonstrable track record
- Concentrated portfolio of 25 to 35 stocks
Approach
GLG 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:
- Established Leaders - Established Leaders 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.
- Emerging Winners - Emerging Winners 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.
Approach | Long-only |
Asset Class | Equity |
Geographic Target | Europe, including UK |
Benchmark+ | MSCI Europe (Total Return Net Dividend) |
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