4Factor team

European Equity Strategy

A core strategy seeking to exploit the opportunities of European equities

Strategy overview

Investment Approach
We seek to combine fundamental research with insights derived from our machine learning alpha model to unlock alpha, while considering sustainability without bias

Investment Opportunity
Exposure to European equities

Investment Universe
Invests in equities either listed or domiciled in Europe or which carry out a significant amount of their economic activity in Europe

Ben Lambert
Portfolio Manager
Adam Child
Portfolio Manager

The role the strategy can play in portfolios

All-weather core exposure to European equities

Provides core exposure to European equities in a portfolio with balanced exposure to growth, quality, value and momentum through the cycle

Long-term risk adjusted alpha profile

Offers potential for consistent excess returns through focus on bottom-up stock selection without taking excessive risk

Diversification

A differentiated alpha footprint that complements passive and/or style-based exposures; offers geographic diversification in non-US exposure

Investment Philosophy

01

We believe markets are inefficient due to behavioural biases

02

These inefficiencies generate diverse alpha opportunities across investment styles

03

Combining fundamental insight with quantitative analysis is the optimal way to unlock alpha

Performance

Portfolio & Holdings

Date as of 28/02/2026
Strategy
Index
United Kingdom
21.7
Netherlands
13.5
Germany
13.4
France
10
Italy
8.5
Spain
6.1
Switzerland
6.1
Portugal
3.9
Belgium
3.3
Austria
2.6
Denmark
1.9
South Africa
1.8
Sweden
1.8
United States
1.5
Ireland
1.4
Greece
0.7
Finland
Norway
Cash
1.8
Based on a related portfolio within the strategy with substantially similar objectives as those of the services being offered. The portfolio may change significantly over a short space of time. This is not a buy, sell or hold recommendation for any particular security. For further information on Indices and Specific Portfolio Names, please reference the sections in https://ninetyone.com/-/media/documents/miscellaneous/91-further-information-en.pdf.

Why Ninety One for European Equity Strategy

01

Managed by a specialist team with a long track record of investing in European equities

02

Underpinned by the consistent and compelling 4Factor investment process developed in 2000

03

Fundamental investors, harnessing technology

Strategy literature

Key facts

  • Asset Subclass

    DM Equity

  • Currency

    EUR

  • Inception date

    01/07/2005

  • Team

    4Factor team

  • Geographical Focus

    Developed Markets

  • ESG Classification

    Enhanced Integration

  • Comparative Benchmark

    MSCI Europe NDR

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Risks

Currency Exchange

Changes in the relative values of different currencies may adversely affect the value of investments and any related income.

Equity Investment

The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company.

Foreign Investment

Investing in foreign securities may be subject to risks pertaining to overseas jurisdictions and markets, including (but not limited to) local liquidity, macroeconomic, political, tax, settlement risks and currency fluctuations.

Geographic / Sector

Investments may be primarily concentrated in specific countries, geographical regions and/or industry sectors. This may mean that, in certain market conditions, the value of the portfolio may decrease whilst more broadly-invested portfolios might grow.

The content of this website is made available for informational purposes only and should not be construed as an offer, marketing, solicitation or investment advice with respect to any investment products or services. The website has not been reviewed or approved by any regulatory authority and may contain information with respect to investments products that may not be registered in some jurisdictions.

Although we believe any information obtained from external sources to be reliable, we have not independently verified it, and we cannot guarantee its accuracy or completeness (ESG-related data is still at an early stage with considerable variation in estimates and disclosure across companies. Double counting is inherent in all aggregate carbon data).

Any decision to invest in the Strategy described should be made after reviewing the offering document and conducting such investigation as an investor deems necessary and consulting its own legal, accounting and tax advisors in order to make an independent determination of suitability and consequences of such an investment. This material does not purport to be a complete summary of all the risks associated with this Strategy. A description of risks associated with the Strategy can be found in the relevant offering or other disclosure documents where applicable. Copies of such documents are available upon request.

Additional information on our investment strategies not found here (ninetyone.com/-/media/documents/miscellaneous/91-further-information-en.pdf) may be provided on request.

For more information on our Ninety One ESG Classification, please click here