reports
European Assets Trust: 1 director
A director at European Assets Trust bought 30,000 shares at 90p and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...
- Pedro Fonseca
European Assets Trust - Performance, income and a well-balanced portfo...
European Assets Trust (EAT) aims to achieve long-term growth of capital through investments in smaller European companies (excluding the UK). EAT’s managers Sam Cosh and Lucy Morris believe such companies are often not well-researched or appreciated. This leads to market inefficiencies, which Cosh and Morris seek to exploit to deliver a superior long-term investment performance. The managers grasped the opportunities created by last year’s sharp market sell-off to add new names at attractive pri...
- Pedro Fonseca
European Assets Trust - Performance, income and a well-balanced portfo...
European Assets Trust (EAT) aims to achieve long-term growth of capital through investments in smaller European companies (excluding the UK). EAT’s managers Sam Cosh and Lucy Morris believe such companies are often not well-researched or appreciated. This leads to market inefficiencies, which Cosh and Morris seek to exploit to deliver a superior long-term investment performance. The managers grasped the opportunities created by last year’s sharp market sell-off to add new names at attractive pri...
- Pedro Fonseca
European Assets Trust - High income and improving performance
European Assets Trust (EAT) seeks to generate long-term capital growth by investing in a concentrated but diverse portfolio of small and medium-sized European companies. The trust has adopted a high distribution policy that pays a dividend of 6% of NAV as at the end of the preceding financial year. Managers Sam Cosh and Lucy Morris used the Q120 market sell-off to improve the quality of the portfolio and these changes are having a favourable impact on EAT’s performance. In the six months to end-...
- Pedro Fonseca
European Assets Trust - High-yielding outperformer focused on growth
European Assets Trust (EAT) aims to generate long-term capital growth by investing in a concentrated but diversified portfolio of small- and medium-sized European companies. Managers Sam Cosh and Lucy Morris have seized the opportunity created by the Q1 market sell-off to enhance the quality and growth characteristics of the portfolio. Recent performance shows that their actions are already paying off and they are confident that EAT has the ability to keep delivering solid returns to investors n...
- Pedro Fonseca
European Assets Trust - Long-term capital growth and income
European Assets Trust (EAT) aims to generate long-term capital growth through investing in quoted small- to medium-sized companies in Europe, excluding the UK. Over the past 10 years, EAT’s NAV total return (TR) has generated an annualised return of 12.9%. The board has a high payout policy and a 17.2% increase in the declared FY20 dividend results in a forward yield of 6.6%. Previously dual-listed in Amsterdam and London, EAT completed its legal migration to the UK in March 2019. The board be...
- Helena Coles
European Assets Trust - Long-term capital growth and high yield
European Assets Trust (EAT) aims to achieve capital growth over the long term through investing in small- and medium-sized companies listed in Europe (ex-UK). Over the past 10 years to end-June 2019, the trust has delivered an annualised NAV total return of 15.1%. EAT also has an attractive 5.6% dividend yield, significantly higher than its peers, reflecting the board’s high distribution policy. The trust completed its legal migration to the UK from the Netherlands in March 2019; previously du...
- Helena Coles
European Assets Trust - Wider than normal discount has scope to narrow
European Assets Trust (EAT) aims to deliver long-term capital growth through a fundamental approach to investing in small and medium-sized companies in Europe (excluding the UK). The manager, Sam Cosh, also concentrates on the preservation of capital, which is reflected in the focus on quality companies and a disciplined approach to valuation. Over the past 10 years, the trust has delivered an annualised c 14% NAV total return. EAT has a high payout policy and its 6% dividend yield is the highes...
- Helena Coles
European Assets Trust - Capital growth objective with high yield
European Assets Trust (EAT) aims to achieve capital growth through investing in listed small- and medium-sized companies in Europe, excluding the UK. It is also focused on capital preservation, seeking quality companies with strong business models and balance sheets that can sustain long-term earnings growth through economic cycles. The trust has delivered annualised NAV total returns of 11.2% over the past 10 years, while a high payout policy supports a generous yield, currently 6.2%. Leading i...
European small-cap specialist
European Assets Trust (EAT) aims to achieve long-term capital growth through investment in small and medium-cap companies in Europe (ex-UK). The investment approach is fundamental and bottom-up; EAT has a solid long-term track record and a high distribution policy underpins an attractive 5.2% yield. 2016 was a challenging year for EAT and NAV total return underperformed the index by 15.9pp. Since then, the performance has stabilised and the shares have returned to a modest premium to NAV (includ...
European small-cap specialist
European Assets Trust (EAT) aims to achieve long-term capital growth through investment in small and medium-cap companies in Europe (ex-UK). The investment approach is fundamental and bottom-up; EAT has a solid long-term track record and a high distribution policy underpins an attractive 5.2% yield. 2016 was a challenging year for EAT and NAV total return underperformed the index by 15.9pp. Since then, the performance has stabilised and the shares have returned to a modest premium to NAV (includ...
- Mel Jenner
Sticking to the investment process
European Assets Trust (EAT) aims to generate long-term capital growth from investment in European small- and mid-cap companies. It also has a high distribution policy; 6% of its euro-denominated NAV is paid out each year. Given the 9.4% discount to NAV, the current dividend yield is 7.8%. While EAT’s near-term performance has trailed the benchmark Euromoney Smaller Europe ex-UK index, exacerbated by the result of the UK’s European referendum, manager Sam Cosh states that his investment philosoph...
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...
Review: Small-cap growth with high distribution policy
European Assets Trust (EAT) invests in small- and mid-cap companies in Europe with the aim of achieving capital growth. A 6% annual distribution policy has found favour with investors in the low interest rate environment, narrowing the discount in recent years. While short-term performance has been behind the Euromoney Smaller Europe ex-UK index, largely because of a poor showing from some financial services holdings, the fund has a strong long-term track record versus both the index and its pee...
Review: Growth and yield from small-cap specialist
European Assets Trust (EAT) is a concentrated portfolio of small and midcap European companies, chosen for their capital appreciation potential. The manager blends stocks that have secure growth characteristics with those that may benefit from re-rating or recovery, although all the companies in the portfolio are likely to be conservatively financed and cash generative. A high distribution policy adopted in 2001 means EAT pays out 6% of its 31 December NAV as a dividend, in three instalments spr...
Review: Small-cap growth potential with high distributions
European Assets Trust (EAT) is a concentrated portfolio of 43 (at 30 September) small- and mid-cap European companies chosen for their growth or re-rating potential. It has a high distribution policy, paying out 6% of its 31 December NAV as a dividend in three instalments. While 2014 has seen lacklustre returns from Europe, EAT has a strong longer-term record of share price and NAV performance versus its benchmark, and its focus on quality has offered a measure of protection in recent market vol...
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