Where Is The Value In Europe?

Where Is The Value In Europe?

Michael Browne of the U.K.’s Martin Currie Investment Management has a relatively straightforward investment strategy. Michael and his team are looking for companies with simple business models that produce sustainable cash flow and returns on equity in excess of the cost of capital. He highlighted some of the European companies he is currently looking at in the Jan 31 issue of Value Investor Insight.

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Why US Investing Differs A Lot From Europe Investing…

Europe: Value and growth

The team at Martin Currie Investment Management like companies that have real growth opportunity as well as managements and balance sheets that will enable them to take advantage of the opportunity on...