THIERRY GUERILLOT
HEAD OF FUND SELECTION
MYRIA ASSET MANAGEMENT
Score prediction: FRANCE 1 – GERMANY 1
INVESTMENT INSIGHT:
France is the most visited country in the world and is third for foreign investments.
According to the last Fortune Global 500 study, France ranks first in Europe with 68 worldwide/European leaders, noticeably ahead of Germany (with 31 companies).
These companies are in the food, fashion and tourism-related sectors that reflect the French way of life, but also in domains such as finance, transportation, cosmetics, construction and materials, and information technology.
FRANK HUTTEL
HEAD OF PORTFOLIO MANAGEMENT
FINET ASSET MANAGEMENT
Score prediction: FRANCE 2 – GERMANY 2
INVESTMENT INSIGHT:
Germany is well known for its “Mittelstand”. There are hundreds of Hidden Champions spread all over Germany, often global leaders in their niche or sector.
These companies are often family owned and driven by passionate entrepreneurs and innovators – unlike the big DAX companies run by “managers”.
To capture this unique growth, you have to invest in small and sometimes micro cap stocks and/or funds.
This is the real “Made in Germany”.
