2015 outlook for Europe with Willem Vinke

Portfolio Manager Willem Vinke has built a European portfolio with a preference for high quality businesses trading at discounted prices and is a bottom-up stock picker who has been managing portfolios within the same discount to cashflow framework for over 20 years. The fund invests in companies with highly visible revenue streams, strong margins and excellent management teams who are able to innovate and grow the investee companies.

Video
29 Jan 2015

Portfolio Manager Willem Vinke has built a European portfolio with a preference for high quality businesses trading at discounted prices and is a bottom-up stock picker who has been managing portfolios within the same discount to cashflow framework for over 20 years. The fund invests in companies with highly visible revenue streams, strong margins and excellent management teams who are able to innovate and grow the investee companies.