Interview: Seeking good returns through the cycle via European Assets

Sam Cosh, manager of European Assets Trust (EAT), says how he selects smaller companies that should be able to make good returns through the economic cycle and profiles holdings that he thinks have good prospects going ahead. He also sets out some of the risks European smaller companies face and how he has positioned the trust to deal with this, and explains why the trust's performance has lagged in recent years.

Hosted on Acast. See acast.com/privacy for more information.

More from Investors' Chronicle

  1. 36:51British bargains & heritage brands: The Companies and Markets ShowApr 12, 2024
  2. 31:19‘It’s exciting in the investment trust sphere': Joe Bauernfreund of AVIApr 09, 2024
  3. 31:47Tesla woes, travel’s rebound & investing during rate cuts: The Companies and Markets Show Apr 05, 2024
  4. 31:37Britain’s top-rated funds & Fevertree: The Companies and Markets ShowMar 28, 2024
  5. 41:24‘Cultural attitudes around investing need to change’: Lee and the ICMar 26, 2024
  6. 36:01Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets ShowMar 22, 2024
  7. 47:59'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fundMar 19, 2024
  8. 40:31The Isa Special 2024: The Companies and Markets ShowMar 15, 2024
  9. 45:14The Budget explained & the importance of dividends: The Companies and Markets ShowMar 08, 2024
  10. 39:07‘It’s the valuation that matters, not the share price’: Laura Foll of Janus Henderson InvestorsMar 05, 2024