Best under-the-radar LOs/long biased funds in Europe?
What would you put as a top 10/20 fund list >$500M AUM excluding Egerton/TCI/Fundsmith/Lindsell/Baillie/Pelham/AKO? Bonus points if they are "deep dive" research funds
Looking for a seat there but see low info around it
Bump
Artemis
Orbis Investments (40b AUM) preaches an ultra-contrarian deep-value approach that I always found interesting but returns have been meh for the past decade.
Underperformance could very well be due to macro reasons/growth outperforming value. But in any event thought it’s worth mentioning as these guys really stick to their mantra and has a long history.
Bump
Long biased funds in Europe are dying and have had a horrid year so far. US offers more LO niche shops, not come across many in Europe.
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