Quality LO in Europe
Are there any high quality LO shops in Europe? Similar to TCI, ie good comp, concentrated book, focus on LT investing and not diversifying to death.
thanks
Are there any high quality LO shops in Europe? Similar to TCI, ie good comp, concentrated book, focus on LT investing and not diversifying to death.
thanks
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Euro activists are mostly LO and run very concentrated. The problem is the vast majority of them pay peanuts if you're used to US comp. Cevian, EQMC, and TCI are the only Euro activists I'd even consider taking a phone call from. The rest are either too focused on a particular industry/geography, or way too small.
So do the funds u listed pay on par with their US counterparts? Or is there still a discount?
Activism is dire in Europe. Wondered if there are any more concentrated LOs.
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