EUROPEAN EQUITIES
R-co Conviction Equity Value Euro: key selling points to keep in mind
4.9% annualised performance since inception
€ 637m Asset under management
43 Holdings
45% France exposure
Key selling points
▪ Positioned to benefit from the narrowing of the United States valuation gap
▪ Positioned to benefit from the normalisation of inflation
▪ Sectors that could benefit from clearly identified catalysts
Public
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Source: Rothschild & Co Asset Management – 31/12/2024
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