Leon Howard-Spink – Schroder European Alpha Plus

Schroder European Alpha Plus 130613

“Leon doesn’t see it as his job to predict where markets are heading although he acknowledges looking at the macro environment has become more important over the last 5 years. Instead Leon looks for consistent returns which he hopes to achieve through the diversity of his holdings. He does not want any one style bet to dominate performance. His key barometer of a company is pricing power. He is looking for companies that dominate their market or their close competitors if they are going to take over the top spot. He looks for growth companies which are growing at a rate ahead of GDP i.e. structural growth with good balance sheets and return on capital.”

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