Barry Norris – IM Argonaut European Alpha

IM Argonaut European Alpha 130613

“Barry has more of a macro-economic approach to investing, looking at the landscape and outlook for growth before identifying which stocks to invest in. Similar to Chris Rice he pays close attention to the economic cycle. Barry believes the ECB has done nothing towards stimulating economic growth. The economic environment will remain difficult so stock selection has become even more important. Barry is only interested in buying into areas with healthy earnings growth potential and in strong relative earnings momentum. He believes owning world-class international companies with good visibility of earnings should be an excellent long-term strategy.”

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