MacLennan presented at the FSA Investment Forum in Kuala Lumpur on September 28, speaking on “European smaller companies as a source of attractive returns and sustainable alpha over the long term”.
In the video, he answers questions on how the end of tapering in Europe will impact small caps, the strengthening euro and the counter-intuitive idea that it is higher quality, lower risk stocks that tend to outperform the market.
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Part of the Mark Allen Group.
