Three years of investing in European innovation

In Short

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.
Anis Lahlou

Anis Lahlou, CFA

Chief Investment Officer based in Aperture’s London office

Key Highlights

  • 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.

 

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Three years of investing in European innovation

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