"A good investor once referred to investing as owning a garden, and I think that's a great analogy in terms of you're constantly thinking about how you can prune and weed and improve the balance."

European equities haven't been massively in favour over recent years, but under the surface there are some exceptional businesses if you look hard enough. Sharing his approach to finding quality companies is this week's Behind the Screens guest, Benjamin Moore, portfolio manager of the A-rated CT European Select fund. Speaking with Jock Glover, Ben highlights the opportunities they are finding in healthcare and luxury goods, as well as the influence of the market backdrop has on portfolio positioning.

Don't have time to listen to the full episode, jump to your favourite part:

• 01:00 - What are the opportunities in European equities?

• 02:00 - As a quality growth manager, what sectors and companies do you see as a good opportunity?

• 04:20 - What is it about things like healthcare and luxury goods that you particularly like about them?

• 06:55 - What does the team look like?

• 07:50 - How do you split your time?

• 10:05 - What keeps you up at night?

• 11:05 - What impact does the macro have on your positioning?

• 13:40 - An interesting statistic from the week.

This podcast was recorded on Thursday 14th March 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

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