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Why Europe Is the Investment Opportunity of a Generation

The weak European economy is allowing firms to unlock extra value via restructurings and spin-offs, but it's better to invest while firms are still cheap conglomerates, says Evermore's David Marcus.

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Russ Kinnel: Hi, I’m Russ Kinnel, director of mutual fund research for Morningstar. I’m joined today by David Marcus of Evermore Global. David is a veteran of Mutual Series funds from the 1990s and early 2000s, and he launched Evermore Global about three years ago.

David, thanks for joining us.

Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.