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Comgest: what to fear and what to cheer in Euro small caps

Citywire A-rated Alistair Wittet visited our studios to explain how pricing and leverage are his key short and long term concerns on European small caps, and how his process is enables him to leapfrog these worries. 

The Comgest Growth Europe and Comgest Growth Europe Smaller Companies manager also told us how a high tech 3D computer modelling specialist has allowed him to visualise returns, and why he has been prepared to look through a recent 25% slide in Zara owner Inditex. 

Over the three years to April Wittet returned 70% versus a peer average of 50%. 

 

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