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Associated equity: BlackRock Greater Europe Investment Trust
BlackRock Greater Europe Investment Trust’s objective is to achieve capital growth, primarily through investment in a focused portfolio constructed from a combination of the securities of large-, mid- and small-capitalisation European companies, together with some investment in the developing markets of Europe.
BlackRock Greater Europe Investment Trust — 3 videos in collection
Edison’s investment companies team recently published a review on BlackRock Greater Europe Investment Trust (ticker: BRGE). In recent months, there have been subtle changes in the investment process following the appointment of new managers. Brian Hall brings a more quality/value approach following an extended period of growth-style headwinds, while Benjamin Moore provides an increased valuation awareness. The trust’s capital growth objective is unchanged and the continuation of a relatively concentrated portfolio of quality European equities mean that any process changes should be viewed as evolutionary rather than revolutionary. Despite an uncertain investment backdrop, the managers have identified some interesting themes, including businesses operating at different stages along the semiconductor supply chain, which are benefiting from the growth in AI.
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