JEGI is a London-listed investment company offering investors diversified access to European equities outside the UK and is a core holding within several portfolios. Managed by Tim Lewis alongside Zana Shuhabber and Alexander Fitzalan Howard, the company aims to deliver both capital growth and a reliable income stream, targeting a 4% dividend yield paid quarterly. The company employs a flexible and balanced strategy, seeking to perform across a range of market conditions by focusing on stock selection and maintaining exposure to both growth and value segments across Europe.
In this interview, Tim Lewis outlines the trust’s approach to investing in focusing on high-quality businesses with underappreciated value and momentum using both quantitative and fundamental analysis to uncover opportunities across sectors and market caps, including recently increased exposure to disruptive European small caps. He discusses key investment themes include infrastructure, electrification, and why he believes Europe is improving its competitiveness amid global volatility. Lewis also highlights the trust’s strong recent performance, driven by investment in companies like Italy’s UniCredit bank andGermany’s Heidelberg Materials, and notes optimism about Europe's structural recovery, long-term fiscal initiatives, and supportive monetary conditions.
