From Morningstar: 2024-08-29 05:38:00

European equity markets are at a low point, with European stocks representing just 16.2% of the Morningstar Global TME index, down from 32.7% 15 years ago. The return gap between US and European markets is 8.4%. Still, Europe offers quality companies at cheaper valuations, a strong reason for European investors to allocate to their home market.

Brandes European Value is a top active fund focusing on deep-value investing, with a strong team of value-oriented investors and a patient, unconventional approach to stock picking. Magallanes European Equity, run by seasoned lead manager Iván Martín, employs a value-centric investment philosophy with a focus on intrinsic value and long-term investing.

BlackRock’s European equity team, led by Stefan Gries, offers BGF European, a fund that balances growth and value investments. The team has a strong reputation and robust stock research capabilities, making it a solid choice for investors. Comgest Growth Europe, led by a highly experienced team with a consistent investment philosophy, specializes in quality growth companies independent of economic cycles.

For European investors looking for strong active management in their portfolios, these top convictions offer opportunities to tap into the European equity market through skilled, knowledgeable, and experienced fund managers.



Read more at Morningstar: Five Funds to Exploit European Equities’ Low Valuations