Jamie Ross, Fund Manager of Henderson EuroTrust, discusses the Trusts recent performance and how the Trust has fared in the recent market shift towards value driven, cyclical businesses. Jamie also discusses the recent significant activity within the Trusts portfolio, specifically focussed on businesses most positively and negatively impacted by the COVID-19 crisis; but how, despite this re-positioning, the Trust and the team remain firm on their objective of “finding good quality companies” despite the tough environment for growth strategies.
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