Webinar Replay: European Equity Strategy Update: Finding Opportunity in an Era of Uncertainty
- May 12
- 1 min read
On May 12th, 2026, Zach Olson, Director of Investment Research at Drum Hill Capital, delivered an update on the firm's Focused European Value Strategy. The discussion featured a detailed case study of one of the strategy's holdings, tracing the team's selection and diligence process, the formation of their investment thesis, and their outlook on the business going forward. For those interested in how Drum Hill identifies opportunities and evaluates businesses across its portfolios, this recording offers a substantive look at our investment process.
DISCLAIMER: This video document should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this document was obtained from publicly available sources and has not been independently verified by Drum Hill Capital and does not constitute a recommendation from Drum Hill Capital LLC to the recipient. The receipt of this document by any recipient is not to be taken as constituting the giving of investment advice by Drum Hill Capital LLC to that recipient. Drum Hill Capital and its employees held a long position in Deutsche Rohstoff AG at the time of filming this video (12 May 2026), and the firm and its employees may continue to have a financial interest in the securities discussed in this video. No person shall be treated as a client of Drum Hill Capital or be entitled to the protections afforded to clients of Drum Hill Capital solely by virtue of having received or viewed this video document.
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