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
- Markets are inherently inefficient; hence, valuation does not always reflect underlying profitability fundamentals
- We seek to determine whether a company’s current valuation is valid or not by evaluating its structural level of profitability
- We focus on the long-term believing that the short term is not fundamentally driven
- Portfolio management is based on stock selection and a strong valuation discipline
Our process
- The strategy consistently applies “profitability and valuation” centred on a research-driven process of purchasing potentially undervalued companies with the aim to capture future price appreciation
- This fundamental, bottom-up approach, integrating ESG criteria analysis, allows the fund manager to identify the companies that the market may be mispricing
HSBC strengths
- One common and consistent approach for equity strategies: our proprietary “profitability & valuation” approach
- A transparent and replicable active equity approach supported by a strong culture of research and risk management seeking to deliver consistent returns over time
Focus on
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.
y