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New Capital - Europe: Separating macro from the micro and why business continues to thrive

Many local European companies are thriving even in the midst of political uncertainty and economic malaise. We will explain how the New Capital Dynamic European Equity Fund focuses on what are the most important drivers for any business, namely the management and the business model. We aim to show the listener that there is a rich diversity of phenomenal companies in Europe that are prospering, despite newspaper headlines to the contrary, and where we see opportunity in equity markets going forward.

Company: New Capital Date added: 12-08-2015
Duration: 37
Categories: European Equities


New Capital Robin Milway

New Capital Robin Milway

Robin Milway is head of equity research at EFGAM and a portfolio manager for the three core Dynamic Equity portfolios of US, UK and Europe and the research processes that underpin these equity strategies. Robin is also portfolio manager for the New Capital Dynamic European Fund and Global Equities Conviction portfolio. The equity strategies combine bottom-up stock picking with quantitative data systems and EFGAM’s key strength in macro. Prior to joining EFGAM, Robin spent nine years working at Cooper Investors in Melbourne Australia where he was portfolio manager for the Global Equities Fund.

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