OYSTER European Equities Strategies
Winning the loser’s game
SYZ Asset Management (Europe) Ltd
- An active, conviction based and style-agnostic strategy, focusing on alpha generation
- Bottom up stock-picking, based on in-house fundamental research
- Focus on high quality companies with strong and sustainable competitive advantage, a solid balance sheet and an attractive valuation
- Tendency to contrarian investment opportunities driven by valuations sensitivity
- Relentless focus on downside risk: deep understanding of
companies and stress testing of worst-case scenario
- A long-term investment horizon (min 5 years) allowing the investment cases to mature