With U.S. markets dominating headlines, it’s easy to overlook what’s happening across the Atlantic. At this year’s Burgundy Forum, Portfolio Manager Ken Broekaert shared why Europe, home to global brand leaders like Dove, Heineken, and Nespresso, has long offered compelling opportunities for long-term investors. See why a well-diversified portfolio should extend beyond U.S. borders.
KEY POINTS:
- 00:00 The Case for Europe: Ken opens by explaining why, in a time of exceptional U.S. returns and Trump’s tariff plans, today feels like the right moment to discuss investment opportunities in Europe.
- 04:19 World-Class Companies: Ken speaks to the main reason Burgundy started its European portfolio 25 years ago: the companies. Using portfolio examples, he shares how Europe is home to many leading global businesses across consumer sales, luxury, and healthcare.
- 10:07 A Closer Look at Industrials: Ken discusses some of the lesser-known industrial distributors in Europe. He speaks about Bunzl and Diploma, whose recurring revenue models deliver strong compounding through cycles.
- 19:58 In-Depth Research: He closes by emphasizing how Burgundy’s boots-on-the-ground research approach and access adds a deeper level of conviction.
For an alternate format, access the transcript via the “Download PDF” link at the top of this post. The transcript has been edited for clarity.
SVP, Portfolio Manager for European and Global equities
The Burgundy Forum is our flagship event, offering our clients the chance to hear directly from our Investment Team. Each year, we share our market perspective and discuss maintaining a long-term view in a short-term-focused world.
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