Insights for professional investors
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Insights for professional investors
Beyond the index heavyweights and the mainstream, investors can find interesting investment opportunities. Small caps offer attractive valuations and great growth potential, numerous hidden champions and niche providers are appealing investment targets. Watch the recording of our web conference: three investment experts were looking at exciting small caps strategies that invest in different markets.
Note: The following information is for professional investors from Germany, Austria and Switzerland.
Smaller Companies in Emerging Asia are easily overlooked – and their analysis can face more challenges. Claus Born will explain why they nevertheless represent attractive investment opportunities and how an active portfolio management approach based on local presence helps to identify the most promising candidates among them.
Japan is currently a neglected market despite attractive relative and absolute valuations, and structurally improving governance in terms of cashflows, ROEs and shareholder returns. In this session Max Godwin presents our differentiated value approach and shares our views on why we think the stars may be aligning again for this historically powerful nexus of Japan and a Value approach.
Inflation is currently knocking on the European market’s door. How could it impact smaller caps names? Christian Solé will explain his views and why he believes some names remain attractive in this context. He also remains convinced a disciplined approach is needed more than ever.
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