reports
- Pedro Fonseca
European Opportunities Trust - Termination of coverage
Edison Investment Research is terminating coverage on European Opportunities Trust (EOT). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant. Previously published reports can still be accessed via our website.
- James Carthew
- Matthew Read
European Opportunities Trust – ‘Special’ growth companies
With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be retreating, but with growing signs of a recession in Europe, sentiment appears to be poor. Valuations of European equities look cheap relative to their history and global markets. EOT’s portfolio is made up of what its manager describes as ‘special’ growth companies that it feels benefit from strong IP, an advantageous industry structure, ...
- James Carthew
- Matthew Read
European Opportunities Trust – ‘Special’ growth companies
With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be coming under control, but with growing signs of a recession in Europe, sentiment is poor. Consequently, valuations of European equities are cheap relative to their history and global markets. EOT’s portfolio is made up of ‘special’ growth companies that typically benefit from strong IP, an advantageous industry structure, strong balance sh...
- Pedro Fonseca
European Opportunities Trust - ‘Special’ stocks beginning to shine
European Opportunities Trust’s (EOT’s) manager, Alexander Darwall, invests in ‘special’ companies – globally focused businesses with unique technologies, comparative advantages and multiple growth channels. His aim is to construct a resilient portfolio capable of generating capital growth in all economic climates. The trust’s long-term track record of outperformance attests to the manager’s stock selection skills. EOT has returned 8.7% in NAV terms on an average annualised basis over the past 10...
- Pedro Fonseca
European Opportunities Trust - Positioned for positive news and growth
European Opportunities Trust’s (EOT’s) manager, Alexander Darwall, invests in globally focused companies with unique technologies, comparative advantages and multiple growth channels, with the aim of constructing a resilient portfolio capable of generating capital growth in all economic climates. This strategy has delivered positive returns and outperformance over the long term; in the 10 years to end February 2023, the portfolio has made an average annualised return of 9.1% in NAV terms, compar...
- Pedro Fonseca
European Opportunities Trust - Consistent, resilient trust returning t...
European Opportunities Trust’s (EOT’s) manager, Alexander Darwall, invests in globally focused companies with unique technologies, favourable industry structures and multiple growth channels, with the aim of constructing a resilient portfolio capable of generating capital growth in all economic climates. EOT’s long-term performance is strong in absolute and relative terms, with average annualised returns of 11.4% on an NAV basis and 10.2% in share price terms over the 10 years to end-July 2022. ...
- Pedro Fonseca
European Opportunities Trust - Tough times expected to reaffirm a test...
European Opportunities Trust’s (EOT’s) manager, Alexander Darwall, aims to construct an ‘all weather’ portfolio comprising stocks able to generate profits and capital growth in all economic climates. He seeks out globally focused companies with unique technologies, favourable industry structures and multiple growth channels. Recent performance has been mixed, in part due to the trust’s quality bias, but long-term performance has been strong in absolute and relative terms. EOT made annualised ret...
European Opportunities Trust (JEO): Initiation - A 'fund for all seaso...
Edison Investment Research Limited European Opportunities Trust (JEO): Initiation - A 'fund for all seasons' targeting global winners 08-Sep-2021 / 07:00 GMT/BST London, UK, 8 September 2021 European Opportunities Trust (JEO): Initiation - A 'fund for all seasons' targeting global winners European Opportunities Trust (JEO) invests in European and UK companies offering good prospects for capital growth. Alexander Darwall has managed JEO since its inception in 2000. He aims to construct a 'fund for all seasons' comprising stocks capable of generating profits in all economic cl...
- Pedro Fonseca
European Opportunities Trust - A 'fund for all seasons' targeting glob...
European Opportunities Trust (JEO) invests in European and UK companies offering good prospects for capital growth. Alexander Darwall has managed JEO since its inception in 2000. He aims to construct a ‘fund for all seasons’ comprising stocks capable of generating profits in all economic climates. Darwall is a high-conviction investor and JEO is a concentrated portfolio of ‘special’, globally focused companies that benefit from unique technologies or favourable industry structures and possess mu...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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