In this presentation, Jules Bloch, portfolio manager for the J.P. Morgan European Discovery Trust (LON:JEDT), shares key insights into how the Trust identifies and invests in high-potential small cap companies across Europe. Bloch outlines the Trust’s strategic approach, highlighting the use of cutting-edge technology, quantitative research, and deep market expertise to uncover businesses with strong fundamentals and long-term growth prospects. With a focus on small companies trading at attractive valuations, the presentation offers a compelling case for investors looking to tap into Europe’s underappreciated growth opportunities.
The J.P. Morgan European Discovery Trust focuses on investing in small cap companies across Europe, excluding the United Kingdom. The Trust seeks to identify businesses with strong fundamentals, sustainable advantages, clear strategic paths, and untapped growth potential. These companies typically have market capitalisations between €300 million and €10 billion.
With over 30 years of experience, the Trust leverages advanced technology, data analysis, and quantitative research to make well-informed investment decisions. The portfolio is highly selective, usually comprising 50 to 80 companies from a universe of around 2,000, targeting businesses that offer long-term shareholder value at attractive prices.
