We’re pleased to share that Hansueli Jost, Portfolio Manager at DIVAS Asset Management, was recently featured on Bloomberg discussing why European auto stocks could be set up for outperformance after years of lagging.
In the article, Hansueli explains why the fund managers increased the Eurozone Value fund’s allocation to autos to around 25% and reduced exposure to banks, arguing that auto sales look close to a trough, valuations at trough earnings are exceptionally attractive, and balance sheets the strongest in history.
Read the full article here.
