Seeking good returns through the cycle via European Assets

Sam Cosh, manager of European Assets Trust (EAT), says how he selects smaller companies that should be able to make good returns through the economic cycle and profiles holdings that he thinks have good prospects going ahead. 

He also sets out some of the risks European smaller companies face and how he has positioned the trust to deal with this, and explains why the trust's performance has lagged in recent years.  

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