European Assets Trust - Doceo Elevator Pitch

Sam Cosh and Lucy Morris, fund managers of European Assets Trust, detail some of the action taken in the portfolio in response to the volatile period which has propagated form the banking sector in recent months. The trust has added Campari and Remy Cointreau at what the managers believe to be attractive valuations amidst falling markets. Furthermore, the trust has increased exposure to energy services companies in recognition of the changing market dynamics driving capital to a previously underinvested area.

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