Euroland Equity
The strategy aims to provide attractive risk-adjusted returns (deliver above market performance while controlling volatility) with exposure in majority to large-cap equity in Eurozone.
Our philosophy
- We seek to determine whether a company’s apparent under-valuation is valid or not by assessing its structural level of profitability
- We focus on the long-term, believing that short-term movements in the market are often not fundamentally driven
- Portfolio management is based on stock selection and our valuation discipline
Why this strategy?
- The strategy consistently applies a “profitability & valuation” approach, based on in-depth research analysis to select undervalued companies to capture future returns
- This active fundamental approach, integrating ESG (Environmental, Social, and Governance) criteria, allows the fund manager to identify the companies that the market may be mispricing
HSBC strengths
- Integrated: one team/one process: 14 Portfolio Managers, 6 Analysts focused on “active fundamental stock selection”
- Experienced: on average, more than 20-years of industry experience for members of European equity investment team, based in Paris
Focus on
Getting started
- For information on how to invest, speak to your adviser
- For HSBC fund information and performance, go to the fund centre
Risk Warning
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate.
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