US Equities / Fixed Income

The United States has long stood as one of the world’s most diverse and stable economies, and a key engine of global economic growth and wealth creation. Accordingly, US equity and fixed income markets have offered investors excellent opportunities to preserve capital and participate in long term growth opportunities.

European Investors has helped clients invest in the US markets for twenty years. The performance goal is to achieve a long-term rate of return greater than that provided by the S&P 500 Index and greater than that which could be obtained from a riskless environment, such as cash or inflation-indexed Treasury bonds. Our strategy seeks to preserve capital down markets. The approach for achieving the investment objective is to manage actively a diversified portfolio of publicly-traded equity securities of US based companies which enjoy leading market shares in the markets they serve in the US and/or globally.

We use a combination of sector allocation, and stock selection in developing a portfolio that is optimized for valuation, growth and momentum. Sector allocation decisions are made based on cyclical and secular trends as well as on relative valuation. Over time, sectors come in and out of favor, and we try to capitalize on those fluctuations to enhance portfolio returns. With regard to stock selection, we look for high quality companies whose growth prospects are underappreciated. Specifically, these include companies with improving profit margins, return on invested capital, and growing market share. We manage risk through statistical models, portfolio diversification and focus on well-run, solidly funded companies.

This strategy is currently offered as a separate account vehicle and Offshore Fund. For more information please contact us at info@euroinv.com.

For Financials for EII Voyager Fund PLC US Leaders Equity Fund download please > click here