Company: The European Smaller Companies Trust PLC (ESCT)
Date: 9th November 2023
Presenter: Ollie Beckett (Portfolio Manager at Janus Henderson Investors)
Company Information: The European Smaller Companies Trust PLC (ESCT) seeks to grow investor’s capital by investing in small and mid-sized companies that are quoted, domiciled, listed or have operations in Europe (excluding the UK). ESCT has consistently delivered on this aim, topping its AIC sector and outperforming its benchmark over three and five years.
ESCT maintains a true focus on small companies, on the understanding that smaller companies offer greater growth potential. As a result, c.50% of its stocks have a market cap under €1bn and its portfolio has a lower average market cap than those of its sector peers.
Within this context, the managers take a value-conscious approach, buying growth only at a reasonable price and seeking to identify the latent opportunities that others may have missed.
Ollie Beckett – Portfolio Manager at Janus Henderson Investors
Ollie Beckett is a Portfolio Manager on the European Equities Team at Janus Henderson Investors. Ollie first joined Henderson as an assistant portfolio manager for European equities upon the firm’s merger with AMP Asset Management in 1998 and was named fund manager in 1999. He moved to the Global Technology Team in 2000. He left Henderson in 2003 to pursue other interests before returning to his current role with the firm in 2005.
Ollie received a BA degree (Hons) in economics and government from the University of Manchester. He has 28 years of financial industry experience.
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