In search of value? Banks and the sectors leading Europe’s recovery

By Rob Burnett, head of European equities, Neptune 

After nine years of underperformance versus quality growth, Rob Burnett, manager of the Neptune European Opportunities Fund, believes that value strategies have reached an inflection point.

Watch Rob discuss why he believes value is well positioned to resume its historical trend of outperformance.

Click here to watch video

Important information

Investment risks
Neptune funds may have a high volatility rating and past performance is not a guide to future performance. These are Neptune's views and as such this document is deemed to be impartial research. Neptune does not undertake to advise you as to any change of Neptune's views. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and your clients may not get back the original amount invested. References to specific securities are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Neptune funds are not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason, the comparison index should be used for reference only. Neptune does not give investment advice and only provides information on Neptune products. Please refer to the prospectuses for further details.

Recommended

Stewart-Ford-Keydata-500x320.jpg
8

Keydata founder’s £600m claim against FCA struck out

A judge has struck out Keydata founder Stewart Ford’s £600m legal claim against the FCA. Ford, along with former Keydata sales director Mark Owen and three Keydata related companies: – LAS Global Limited, LAS International Limited and Tandem Marketing Partners Sarl – began their case against the FCA for misfeasance in public office and conspiracy to […]

Japan: mid-year review and outlook

By Chris Taylor, Manager of the Neptune Japan Opportunities Fund H1 2014 Economy: after a harsh winter that slowed activity in the economy, the main event of the first half of the year has been the debate over what impact the 1 April VAT hike from five to eight per cent would have; we are […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Leave a comment