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BlackRock European Dynamic
Markets
on Oct 15, 2012 at 00:01
Citywire Selection Verdict: Alister Hibbert has continued his strong run of outperformance and we back this as a key play for increased investor appetite in European equities. There are large positions in the consumer discretionary sector and in industrial stocks. Financials remain an underweight, although Hibbert has invested in new ideas as the continent looks to emerge from its woes. The punchy approach can be hit during downward phases but Hibbert has shown he can generate strong risk adjusted returns over the long term.
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