The Fidelity European Trust Plc (LON:FEV) held its Annual General Meeting (“AGM”) on 8 May 2024, featuring presentations by Sam Morse and Marcel Stötzel.
This video provides a comprehensive review of the company’s performance over the past year, including key insights into their investment strategies and market outlook. Sam Morse begins by highlighting the successes of 2023 and the first quarter of 2024, emphasising the importance of stock selection and the impact of gearing on performance. Marcel Stötzel follows with a detailed analysis of a recent investment in Epiroc, demonstrating their rigorous evaluation process. The discussion also addresses potential future challenges and the resilience of European companies amidst global economic uncertainties. This AGM offers valuable perspectives for investors and stakeholders on the Trust’s strategic direction and market positioning.
Fidelity European Trust PLC (LON:FEV) aims to be the cornerstone long-term investment of choice for those seeking European exposure across market cycles.
