Equities

W1M Fund Managers discuss Capital Cycle Strategy with Value Investor Insight

26 Nov 2025|20 min read
Charles Walker
Senior Equity Analyst
Christopher Garsten
Fund Manager – European Capital Growth Fund
Charles Glasse
Fund Manager – European Dividend Growth Fund

W1M’s Christopher Garsten, Charles Glasse and Charles Walker explain the bottom up approach that points them to out-of favor European ideas, why the market is slow to come around to what they find interesting, the risks and rewards of investing in industry leaders, and what unrecognized value they see in Viscofan, Acerinox, Smurfit Westrock and Inditex.

Read below the full interview with Value Investor Insight here.

Past performance is no guarantee of future results and the value of such investments and their strategies may fall as well as rise. Investors may not get back their initial investment. Capital security is not guaranteed.

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