Mirabaud - Discovery Europe
As global portfolios tilt ever further toward US mega-caps, Europe’s small and mid-cap market tells a very different story: under-researched, under-owned, and trading at some of the most compelling valuations seen in years.
These resilient businesses often lead in niche markets and are globally connected, insulating them from much of Europe's macro noise and idiosyncratic risks.
Hywel Franklin explains why the imbalance of attention has created one of the most attractive catch-up opportunities in over a decade, and how he walks the road less travelled to uncover Europe’s hidden gems
