Britain offers many unloved, undervalued stocks. Opportunities come from takeover candidates, changing politics, and special situations.
Weekly dispatches
Allocating to Europe (part 3): Britain
Britain offers many unloved, undervalued stocks. Opportunities come from takeover candidates, changing politics, and special situations.
Allocating to Europe (part 2): The Mediterranean region
Europe’s South is popular with tourists, but it also offers surprising opportunities for public market investors.
Allocating to Europe (part 1): Germany
Despite all of its obvious problems, Germany has been producing some outlier investment gains – and there is more to come!