Proactive - Interviews for investors

Generational buying opportunities in Europe - why Downing Fund Managers are so excited

Episode Summary

Downing Fund Managers Mike Clements and Pras Jeyanandhan speak to Proactive's Stephen Gunnion about opportunities offered by the VT Downing European Unconstrained Income Fund. Clements told Proactive the fund is a concentrated Europe ex-UK product, typically focusing on small and mid-cap companies. Clements and Jeyanandhan explained why Europe is attractive to investors right now, highlighting that European markets are at their most affordable in 15 years, particularly for small caps. They also discuss their approach to identifying opportunities, including contrarian plays and detailed value chain analysis. Jeyanandhan gave an example of a successful investment in InPost, a company revolutionising parcel delivery in Poland and expanding rapidly in the UK and France. Clements adds another example from the offshore wind industry, where they identified a bottleneck in the installation process, leading to investment in Danish company Cadeler. For investors looking for diversification and unique stock-picking opportunities, the VT Downing European Unconstrained Income Fund provides a blend of contrarian investments and value chain insights. As Clements states, "clients use us essentially as a stock picking fund" with a diverse all-cap portfolio. Don't forget to visit Proactive's YouTube channel for more insightful videos, and remember to like, subscribe, and enable notifications for future content. #InvestmentInsights #EuropeanMarkets #DowningFundManagers #SmallCapInvesting #StockPicking #ContrarianInvesting #ValueChainAnalysis #VTDowningFund #ProactiveInvestors #Finance #MarketAnalysis #ProactiveInvestors #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews