With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be retreating, but with growing signs of a recession in Europe, sentiment appears to be poor. Valuations of European equities look cheap relative to their history and global markets. EOT’s portfolio is made up of what its manager describes as ‘special’ growth companies that it feels benefit from strong IP, an advantageous industry structure, ....
