Allianz GI launches European growth fund for Winkelmann

Allianz Global Investors has launched a high conviction European growth fund for Thorsten Winkelmann and Matthias Born.

The Allianz Europe Equity Growth Select fund will be form part of a Luxembourg-domiciled SICAV umbrella, and will hold 30-45 names with a minimum market capitalisation of €5bn.

The managers will employ a bottom-up research-driven investment approach, selecting stocks with competitive advantages and high barriers to entry.

Winkelmann (pictured) lead fund manager, said although the macro environment remains challenging in Europe, many companies across the continent are growing market share and becoming market leaders in their respective fields.

“Although one cannot ignore the macro picture, which is still rather bleak in Europe, we believe that with a robust stock picking strategy in place, aiming to identify companies with top-class corporate governance as well as the ability to grow their earnings and cashflows in an uncertain environment, this puts us in a very strong position,” he said.

 

This article was first published on Investment Week

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