All·May 21, 2026

The return of European SmallCap

By George Cooke
Chief Investment Officer

Europe’s smaller companies are back. 🚀

After years in the shadows, the recovery is building. Valuations remain cheap. Earnings are surprising to the upside. And investor attention is finally broadening beyond mega-cap.

We’re invested in the companies quietly enabling the biggest themes of our time: electrification, AI infrastructure, energy efficiency and reshoring.

Not all are household names. But they are leaders in their specialist niches.

George Cooke, our CIO, explains why now could be the inflection point for European SmallCap, and where we see the opportunity.

Read the full blog here.

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