4 High quality fund managers with good exposure to European QE

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Livewire Markets

Tim Samway, the Managing Director of Hyperion Asset Management says that he likes a number of Investment Managers - particularly those with exposure to Europe and its QE program. We like them because there’s underlying growth in markets over long periods of time. Revenue tends to go up as FUM goes up. And costs are relatively fixed so you get very high operational leverage. So it means for a percentage increase in sales you get a commensurately larger profit. We take a long term view so often a short term correction in a market is an opportunity to increase your exposure to an Investment Manager.” Tim mentions 4 stocks that they own in this exclusive video (Please click the play button below the wire)


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