Continental Divide


Pieter Taselaar, Thijs Hovers and Jaap Pannevis of Lucerne Capital Management explain why they think European mid-caps are as inefficiently priced as ever, the "sense of urgency" they're trying to impart on portfolio companies, what they look for in shorts, and why they see upside today in Epiroc, Infrastrutture Wireless Italiane, TKH Group and Bawag.

If you are a subscriber, log in to access the issue and bonus archive: