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
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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

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Fernando Luque

Fernando Luque  es el Senior Financial Editor de

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