European Growth Companies Help Lucerne Fund Surge 42%

The video discusses the valuation discount of European large caps compared to the S&P 500 and how Lucerne is finding opportunities in the US market. It highlights the interest of US managers in European equities due to rising valuations in the US and potential turmoil from upcoming elections. The video also covers global market trends, with a focus on stock picking opportunities in Europe, including both well-known blue chips and lesser-known companies.

What is one of the reasons European large caps are considered attractive investments?

• They have higher valuations than the S&P 500.

• They are discounted compared to the S&P 500.

• They are less known globally.

• They have fewer growth opportunities.

Why are US managers looking towards European equities?

• Because European equities are more liquid.

• Due to the lack of investment options in the US.

• Because of the rising valuations in the US.

• Due to the stable political environment in Europe.

What factor is influencing UBS O'Connor's interest in European equities?

• The upcoming US elections.

• The growth of the European tech sector.

• The stability of the Euro.

• The decline in European real estate.

Which regions are US managers interested in for offshore growth?

• Australia and Japan

• Middle East and India

• Europe and China

• Africa and South America

What type of companies are being targeted in Europe for investment opportunities?

• Primarily small startups

• Only large multinational corporations

• Only government-backed enterprises

• A mix of blue chips and lesser-known companies