European ex-UK Income Lunch

It is our pleasure to invite you to join us for lunch with Nick Davis, fund manager of the Polar Capital European ex-UK Income Fund, on 21 November. 

Nick will share his views on the outlook for opportunities within European income. He will argue that a contrarian approach to picking good companies that are out of favour is better positioned in the current uncertain macroeconomic backdrop than deep value or expensive growth. He will also discuss how the Fund is positioned in light of this, highlighting the assets with characteristics currently piquing his interest.

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