Rising inflation and the war in Ukraine weigh heavily on stock markets Juno Continuation Fund lags the market but continues to differentiate on strong underlying
Selection of quality companies with predictable high earnings growth remains the cornerstone of the portfolio Juno Selection Fund: Disappointing return in Q1 2022, but underlying
Higher than expected earnings growth of more than 15% for underlying companies Juno Selection Fund: Disconnection between earnings growth and share price development Underlying companies
Many stocks’ valuations very high at the moment Juno Continuation Fund sees euphoria disappearing from the market Underlying earnings growth of the portfolio above expectations
Clicking on below image opens the interview Juno’s Frans Jurgens and Rob Deneke recently gave to Dutch business newspaper “Het Financieele Dagblas” (in Dutch). This