Sean Kenzie is head of equities at Setanta Asset Management. He manages the global industrials book, as part of the company’sGlobal Equities Fund. Kenzie joined Setanta in 2010 and has 21 years’ experience in the asset management industry. In addition to co-managing the German Equity fund, he also has sector responsibility for the Global Industrials sector. He spent 11 years working in CHC Asset Management with the principal responsibility of running the CHC International Equity Fund. He has a BA Insurance and an MBA (Finance) from UCD Smurfit Business School and is a CFA Charterholder.
Sean Kenzie of Setanta Asset Management says European outperformance compared to the U.S. has not yet been reflected in prices
Sean Kenzie of Setanta Asset Management says European outperformance compared to the U.S. has not yet been reflected in prices
Sean Kenzie, head of equities with Dublin-based Setanta Asset Management, says European growth in Q4 2021 was limited to 30 basis points, while energy costs rose 38% year-over-year