Three years of investing in European innovation
APERTURE EUROPEAN INNOVATION FUND REACHES ITS 3 YEARS ANNIVERSARY!
As the Aperture European Innovation fund reaches its three year anniversary, portfolio manager Anis Lahlou discusses why Europe is an underrated hub of innovation, fund performance, and why now is the time to take advantage of lower valuations.
In Europe, industrials, life sciences, energy, financials, healthcare, and transport are just a few sectors seeing a huge amount of innovation in their business processes.
Looking ahead, there is no shortage of risks but there are more and more signs that inflation, rates and the dollar have peaked, and that a Fed pivot is in sight.
There may still be a window of opportunity to catch “big lows” in European equities and take advantage of lower valuations.
Anis Lahlou is a Chief Investment Officer based in Aperture’s London office and the fund manager of Aperture European Innovation Fund. Prior to joining Aperture, Anis spent 20 years with J.P. Morgan where he was a managing director and a senior investor.
Aperture is part of Generali Investments.
Aperture Investors, based in New York and London, is a global asset manager founded in 2018 by a partnership between Generali Group and Mr Peter Kraus, former Chairman and CEO of AllianceBernstein. Aperture operates with an unconstrained investment approach and a unique fee model that aligns the company’s profitability with that of its clients.