Marcus Morris-Eyton joined the European Equity Growth team in January 2013 as a Portfolio Management Associate. He is also responsible for representing the Europe Equity Growth strategies globally to both existing investors and prospective clients. Prior to this Marcus was a Sales Manager in the UK discretionary fund sales team in London, having joined the firm in 2011 from Credit Suisse. He graduated with a First Class Honours degree in English and Philosophy from the University of Leeds.
Title: Investing for the future
For some time now, the financial crisis has been plaguing Europe and its member states in a variety of ways. Investors are asking themselves: "What is Europe's outlook for growth? And are there companies that are capable of generating sustainable earnings no matter what state the economy is in?"
In our view, investors should focus on companies with structural growth. Their business models and, in some cases, unique market positions promise above-average, structural growth of earnings and cash flows.
Using concrete company business cases analyzed from our fundamental research and our unique GrassrootSM Research, Marcus will explain how "selecting growth" is the best way to invest for the future.