European Equities – Dare to be Different

Most European equity webinars sound the same. This one doesn’t.

This high conviction conversation with the GAM European Equity Team demonstrates how they play the new reality in Europe – and why this matters exactly now.

How are we different?

🔵 One framework. Total clarity.

Every stock is assessed using a disciplined All in Return approach – breaking returns into earnings growth, cash return, and valuation change. No buzzwords, no style drift. Just numbers that add up.

🔵 Style agnostic. Opportunity driven.

Growth? Value? Cyclical? The team ignores labels and focuses purely on where the best risk adjusted returns are across the European market.

🔵 Conviction beats crowding.

A concentrated portfolio of 30-40 stocksmeans every position matters – and every idea has to earn its place.

🔵 Radical transparency.

An open source mindset: the team shares how they think, how they model returns and where conviction comes from – not just what they own.

Speakers: Tom O’Hara, Investment Director | Jamie Ross, Investment Manager | David Barker, Investment Manager

Three investors. One shared philosophy. Zero complacency about European equities.

If you’re interested why European equity investing has more to offer than the usual playbook, this webinar is for you.