High Quality Growth Investing in Europe with Alistair Wittet
Excess Returns
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Strengths of Europe in Luxury, Healthcare, and Digital Sectors
This chapter highlights three major strengths of Europe in the luxury space, healthcare sector, and digital space. It emphasizes the historical advantage of well-established brands in Europe, the success of pharma and med tech companies, and the presence of notable software companies. While Europe may not have the tech dominance of the US, it excels in these three areas.
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