European ex-UK Income Lunch

Join Nick Davis, Manager of the Polar Capital European ex UK Income Fund, for a discussion on how the derating of quality stocks since 2021 is presenting compelling entry points for contrarian investment strategies. Nick believes the opportunity set has expanded significantly in recent years and will talk through where they are finding new ideas.

Nick will lay out the case for dividend strategies in a volatile world where investors need to consider approaches that can both preserve and steadily grow capital. Lastly, Nick will also explain why the team think that European equities are slowly demonstrating a bottom versus US equities after a long period of underperformance.

Please arrive at 12:30pm for a 12:45pm start.