Old wine, new cork
Blog
23 May 2017
Erik Esselink, European Fund Manager
As investors in European and Global Smaller companies, Oliver Collin and I often think about innovation as one of the key value drivers of the stocks we own in our portfolios. We see innovation as a driver of multiple benefits; sustained growth, new market opportunities, strengthening existing market shares, creating efficiencies and margin improvement. Simply put, innovation enhances company returns.