Forvalterne bak Morningstar European Ultimate Stock-Pickers

Her er Morningstar Manager Research sine valg av beste aksjeplukkere per desember 2016.

Fernando Luque 23.02.2017 | 13:59

Alken European Opportunities

Nicolas Waleswski manages this fund opportunistically with no predetermined style bias. Generally, he is interested in businesses where all or certain assets are undervalued by the market, forgotten stocks, or companies with sources of profit growth that have not been fully accounted for. Whatever the investment thesis may be, he prefers businesses where he believes the management is credible and capable of delivering on the company's profitability potential. He tries to avoid market excesses and often takes contrarian stances in his investment choices. The portfolio structure depends largely on stock-picking. However, Walewski is conscious of the macroeconomic and market environment, which can help in controlling the portfolio's total risk.

Allianz Europe Equity Growth

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

Artikkelen er tilgjengelig for gratismedlemmer hos Morningstar.

Bli medlem, det er gratis!

Verdipapirer nevnt i artikkel

Om forfatteren

Fernando Luque

Fernando Luque  es el Senior Financial Editor de www.morningstar.es

© Copyright 2020 Morningstar, Inc. Alle rettigheter reservert.

Brukervilkår        Personvern        Cookies