What we heard on the road in January and what has got us thinking…

As is always the case, January has been a month full of meetings with companies. This January the seven of us on the Investment Team have seen over 200 companies in 12 countries (France, Spain, Italy, Portugal, Norway, Sweden, Denmark, Finland, Germany, Austria, Switzerland and the UK). These have crossed the full range of sectors; both domestic and international companies; value and growth stories; large and small cap.