384. European investing with a risk-aware edge

Описание: Marcel Stotzel shares how his team manages the Fidelity European Trust (https://www.fundcalibre.com/elite-fun...) with a focus on quality, downside protection and sustainable dividend growth. We cover the recent merger with the Henderson European Trust, the benefits of scale and liquidity and how high-quality companies are navigated amid market rotations and higher rates. Marcel also discusses the evolving European investment landscape, domestic opportunities and why they have selective exposure to AI.


What’s covered in this episode: 

• The trust’s risk-aware approach
• Dividend growth as a performance driver
• Three benefits of the Henderson European Trust merger
• Navigating market rotations and high rates
• Current opportunities in domestic Europe
• Building a balanced portfolio
• Selective exposure to the AI theme
• Leveraging global research networks
• Insights on valuation and long-term growth

Learn more on fundcalibre.com (https://www.fundcalibre.com/)

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.