Small companies, big opportunities

Sam and Lucy introduce the European Assets Trust, a concentrated portfolio that provides an attractive combination of growth and income investing in the dynamic hidden gems of Europe.

Smaller companies as an asset class, tend to outperform their larger counterparts over the long term. Sam and Lucy discuss the exciting potential of Europe as a particularly attractive area for stock picking given the size and diversity of the opportunity and the attractive valuation.

Health and wellness, digital transformation, emerging growth and sustainability are long term themes that will help drive returns for European Asset Trust. Sam and Lucy discuss how they approach these themes when selecting stocks.

Two perfect examples of niche global leaders that are also family-owned smaller companies. Both offer long term structural growth that will compound high returns for many years and are core holdings within European Assets Trust.