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.

How are US managers approaching European equities in light of rising valuations in the US?

What types of companies is Lucerne finding opportunities in within Europe?