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 coming under control, but with growing signs of a recession in Europe, sentiment is poor. Consequently, valuations of European equities are cheap relative to their history and global markets. EOT’s portfolio is made up of ‘special’ growth companies that typically benefit from strong IP, an advantageous industry structure, strong balance sh ....
