Last updated: 13:47 / Wednesday, 22 May 2013
According to AlphaValue

Bestinver and ING IM’s dividend strategy offer the purest value investing in European Equities

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Bestinver and ING IM’s dividend strategy offer the purest value investing in European Equities
  • Francisco Garcia Paramés from Bestinver leads the European value ranking
  • On the Euro growth side, the leader is Jeremy Whitley and his team, from Aberdeen
  • The team formed by Nicolas Simar and Manu Vandenbulck, from ING IM, focused on dividend sustainability, is number one among Euro value strategies

What is pure value and what is pure growth when we are talking about investing in European equities?

amLeague summarizes the information derived from the AlphaValue rankings in order to have a clear overview of the Growth and Value profiles of the 22 asset managers present on the Euro and Europe Equities mandate.

For the European equities mandate the Spanish value asset management team led by Francisco Garcia Paramés from Bestinver leads the value ranking, followed by Federal Fianance Gestion. On the growth side, more heavily tilted toward the extremes of the diagram, we find another French asset manager, Delubac Asset Management, followed by BNP Paribas IP.

Looking at the Euro mandate, ING IM is leader on the value side with the team formed by Nicolas Simar and Manu Vandenbulck focused on dividend sustainability. The second most value oriented portfolio within the 22 mandates followed by amLeague is managed by Marc Renaud and Yohan Salleron in Mandarin Gestion. On the growth side, the leader is Jeremy Whitley and his team, from Aberdeen, and Roche-Brune Asset Management.

According to amLeague, the assessed indicators emphasize the specific approaches adopted by each asset manager and therefore provide investors with comparable, transparent and up-to-date information. The assessment is held by Alphavalue which analyses variables such as fundamental upside, dividend yield, and return on equity of the portfolio for the value score, and operating cash flows, EPS growth, sales growth, book value per share growth of the portfolio for the growth score.

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