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Investment expertise

European Equities

European Equities

European equities offer unrivalled opportunities in terms of breadth of sector and market exposure. Europe is amongst the most outward-looking of all the major investment regions.



Europe not only offers ample opportunity to invest in strong domestic franchises, it also has a considerable number of global brands and technology leaders, and vast industrial expertise.

Opportunities:

  • European equities look attractive, in the context of stable economies and growth rates, supported by accommodative monetary policy.
  • The European equity market is cheap in relation to its historical average. It is trading at 12x prospective earnings and whilst some downgrades from cyclical stocks are anticipated in Q1, we do not expect these to be worse than currently forecast. -The perception of political risk ebbs and flows in Europe. At the moment, investor concerns are pronounced, especially relating to the uncertainty surrounding Brexit.
  • European GDP is likely to slow in 2019 from 2.1% to 1.8%.

Investment philosophy & process:

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  • The funds are managed bottom-up by an experienced team of stock pickers with a long-term investment focus.

The team uses a top-down analysis based on its thematic ideas with a bottom-up investment process which leads to a high-conviction concentrated portfolio of 50–70 stocks.

After researching the market and sectors, we come up with thematic, macroeconomic and sector views. Then, most of our process is bottom-up, involving qualitative screening, company meetings and broker research inputs.

  • Quantitative screening and research based on valuations, growth, income, returns
  • Meetings with companies to gain in-depth knowledge about them (500+ per year).

The fund managers will take into account the political and economic environment, but only invest if they find companies whose balance sheets match their investment criteria.

The management applies strict risk management, analysing and controlling risk at stock, sector and overall portfolio level.

Our range offering

  • Europe Equity
  • Europe Small Cap Equity
  • Euro Equity Income
  • Europe Equity Flex
  • Europe Equity Dividend+
  • Positive Impact Equity
Funds

European Equities

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Our Range Offering
Co-Head of Pan-European Equities

Robert Jones

Robert joined UBP in 2010 as Co-Head of Pan-European Equities and has 26 years of investment experience. At Threadneedle he managed six funds. He holds a degree in Business Studies from the University of Brighton.

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Co-Head of Pan-European Equities

Scott Meech

Scott joined UBP in 2010 and is Co-Head of Pan-European Equities alongside Rob. He has 30 years of investment experience. Scott managed seven institutional UK portfolios at Threadneedle. He graduated with a Bsc in Economics from City University London.

European Small Cap Equities, Senior Portfolio Manager

Charlie Anniss

Charlie joined UBP in 2016 to launch a European small-cap equity fund and support the team on SMID cap equities. He graduated from the University of Bristol in 2000 with a degree in French and Spanish. He is a CFA charterholder.

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Institutional clients

With a team of more than 200 people, UBP Asset Management has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships.

Our fund range

Funds

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Insight 20.08.2019

Forex Focus: GBP – Playing Chicken

Markets have broadly priced in a no-deal Brexit.