European Assets Trust AGM 2021

Sam Cosh

Director, Portfolio Manager, Global Smaller Companies Equities

Sam Cosh is a Director at BMO. Sam joined BMO in 2010 from BNP Investment Partners and was appointed Lead Manager for European Assets Trust during 2011. Sam also manages the European investments of BMO Global Smaller Companies PLC. He has twenty years’ experience in European equities, principally within small and mid cap mandates.

Lucy Morris

Director, Portfolio Manager, Global Smaller Companies Equities

Lucy Morris is a fund manager in the European Equities team, dedicated to Smaller Companies. She joined the firm in 2007 as a member of the Performance Analytics team. Lucy moved to the European Equities team in the summer of 2011 and has been working on Small Cap mandates since. Lucy graduated from the University of Exeter with a BSc (Hons) in Psychology in 2006, holds the Investment Management Certificate (IMC) and is a CFA Charterholder.

European Assets Trust AGM 2021

The Company held its Annual General Meeting on 13 May 2022. Due to current restrictions and social distancing measures this year’s AGM was restricted to the formal business of the meeting and was only attended by the minimum number of members sufficient to form a quorum. 

Lead Manager’s Presentation

Lead Manager’s, Sam Cosh and Lucy Morris present an update on the recent performance of the Trust, the current portfolio and the investment backdrop. Watch the video below.

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