European equity portfolios are co-managed by Claus Anthon and Samuel Ziff. Claus has over 30 years investment experience, the bulk of which (21 years) was gained at the SG Warburg/Mercury Asset Management Group where he ran higher performance mandate European equity portfolios. Samuel has been part of the investment team since joining OP in 2013 and was previously employed by J.P. Morgan Cazenove, working in the UK Industrials Corporate Finance team.
The portfolio is invested in companies with a market capitalisation above US$1billion. The investment approach is the same as that of other portfolios managed by OP: long only, concentrated yet diversified (15-25 holdings), index-ignorant, anti-short-term and contrarian.