We launch the first version of our 'Best Business Models' list in Europe, which highlights 25 leaders from across each industry group with high and sustainable RNOA and strong balance sheets. We believe this stock selection approach is particularly relevant in the current volatile environment.
Launching the 'Best Business Models' list in Europe
We introduce the first version of our 'Best Business Models' list in Europe, which highlights 25 leaders from across each industry group for the long-term investor. The companies in the list are large, leading franchises in their sectors, with high and sustainable RNOA and strong balance sheets. They have been chosen through a two-part selection process – a quantitative screen and qualitative input from our analysts.
Our 'Best Business Models' basket would have outperformed MSCI Europe by 190% since 2008
The median stock in our 'Best Business Models' basket has outperformed MSCI Europe by 190% over the past eight years and also consistently outperformed European value and, more relevantly, growth indices since 2009.