Fishing for profits in Europe

Professional stock picker Richard Pease tips four high-quality European stocks to stash away in your portfolio.

Each week, a professional investor tells MoneyWeek where he'd put his money now. This week:Richard Pease, manager of FP CRUX European Special Situations Fund, CRUX Asset Management.

At the CRUX European Special Situations Fund, we focus on European, high-quality, cash-generative businesses with significant barriers to entry, conservative balance sheets and proven management teams with strong incentives. Despite the economic malaise in the European Union, our bottom-up stockpicking approach has identified many attractive businesses that are not reliant on strongly rising European GDP growth or further quantitative easing by the central bank to drive shareholder returns.

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Richard Pease is manager of the FP CRUX European Special Situations Fund at CRUX Asset Management.