240. Bull, Bear & Beyond – BlackRock Greater Europe Investment Trust in 60 Seconds

Edison’s investment companies team recently published a review on BlackRock Greater Europe Investment Trust (ticker: BRGE). In recent months, there have been subtle changes in the investment process following the appointment of new managers. Brian Hall brings a more quality/value approach following an extended period of growth-style headwinds, while Benjamin Moore provides an increased valuation awareness. The trust’s capital growth objective is unchanged and the continuation of a relatively concentrated portfolio of quality European equities means that any process changes should be viewed as evolutionary rather than revolutionary. Despite an uncertain investment backdrop, the managers have identified some interesting themes, including businesses operating at different stages along the semiconductor supply chain, which are benefiting from the growth in AI.

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