Gavekal Capital: European Stock Performance Led By High Dividend Companies

Thursday, October 10, 2013

Over the last month, the European telecom, utility and financial sectors have been the leadership groups within the MSCI Europe Index.

Interestingly, these three sectors are the highest yielding sectors in Europe.

Stock performance seems to reflect the strength in the Euro/USD.

About Gavekal Capital

Gavekal Capital is a US registered investment advisory firm that manages the Gavekal Knowledge Leaders Strategy. Knowledge Leaders are a group of the world’s leading innovators with deep reservoirs of intangible capital. These companies often possess competitive advantages such as strong brand, proprietary knowledge or a unique distribution mechanism. Knowledge Leaders are largely service-based and advanced manufacturing businesses, often operating globally. Gavekal Capital seeks to identify the world’s leading knowledge companies through a proprietary process that analyzes corporate knowledge investments.
We offer the Gavekal Knowledge Leaders Strategy in multiple products for global investors. For more information about our product offerings please visit http://www.gavekalcapital.com.
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Disclosure

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