Aperture European Innovation Fund - Q1 2022 Commentary

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Commentary for Q1 2022 on Aperture Investments SICAV - European Innovation Fund by Anis Lahlou, Portfolio Manager at Aperture Investors
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Anis Lahlou

Anis Lahlou, CFA

Chief Investment Officer based in Aperture’s London office

Aperture European Innovation: Commentary for Q1 2022

Quarter in Review

The key story this first quarter has been one of significant geopolitical and macroeconomic shocks. Yet at the same time it was also a story of impressive resilience, as we watched equity markets absorb these shocks, bounce-back and recover.

 

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Aperture European Innovation Commentary 2022 Q1.PDF
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