EdenTree European Equity Fund
The European Value Opportunity
The EdenTree European Equity Fund is an actively managed fund that aims to achieve long-term capital growth with an income by investing in a diversified portfolio of European companies, excluding the UK.
Europe is home to many of the world's leading sustainable companies. While we are aware of short-term market and economic cycles, we remain focused on investing in businesses offering products and services that are supporting positive, long-term structural change.
The Fund's value approach means it takes an inherently contrarian stance, focusing on stocks that are out-of-favour. We seek to find companies that are trading at attractive valuations that we believe could recover given a change in circumstances or economic conditions.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount you originally invested. Selecting stocks due to our ethical criteria means that the choice of stocks is limited to a subset of the stock market and this could lead to greater volatility.
Investing for a better tomorrow
The Fund was launched in 1999 and has been managed by Chris Hiorns since 2007. It holds approximately 40-60 stocks across three broad themes: income accumulators, contrarian plays and hidden value.
Income accumulators are defined as out-of-fashion businesses with strong free cash flows, operating in relatively mature industries. Contrarian plays are businesses suffering from short-term challenges, which we believe have the potential for recovery. Hidden value companies are those that have been overlooked by the market, which we believe have longer-term structural growth opportunities.
Investing for a better tomorrow
EdenTree is a sustainable investment manager with a strong heritage. We are proud to be part of the Benefact Group – a charity owned, international family of specialist financial services companies that give all available profits to charity and good causes.
EdenTree is dedicated to sustainable investing, having launched its first ethical fund in March 1988.
Launch Date
13/09/1999
IA Sectors
IA Europe Excluding UK
Fund managers
Chris Hiorns
Head of Multi-Asset Strategies & European Equities
Chris Hiorns joined EdenTree in 1996 and has been running responsible and sustainable money since 2008. Chris is EdenTree’s Head of Multi-Asset and European Equities. Chris holds an MSc in Economics from University College London and is a CFA Charterholder.
David Osfield
Fund Manager
David joined EdenTree in 2016 and leads management of the EdenTree Global Equity Fund, including leading EdenTree’s “Sustainable Global Equities for a Just Transition” segregated strategies, reflecting his strong advocacy and passion for sustainable and responsible investment. He began his career at Alliance Trust in 2002, where he focused on Global, Asian and European equities, latterly working with the Sustainable Futures Team. David has been a CFA Charterholder since 2007, and has a 1st class BA (Hons) in Business Finance from Durham University.
Lauren Smith
Associate Fund Manager
Lauren is Associate Fund Manager in EdenTree’s European Equity Team. Lauren joined from Rathbones where she was a Global Equity Analyst, providing sector and company analysis across the consumer discretionary and mining sectors. Prior to this Lauren held roles as Associate at BlackRock and European Equities Analyst at British Airways Pensions, having graduated from Nottingham University with a BA (Hons) in Russian Studies, Russian Language and Literature. Lauren is a CFA Charterholder and also holds the CFA Certificate in ESG Investing.
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