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The Fidelity European Trust focuses on stock selection to achieve consistent long-term outperformance by identifying companies with sustainable dividend growth, positive fundamentals, cash generation, strong balance sheets, and attractive valuations. They aim for balance across sectors and prioritize quality businesses to outperform in weaker markets. Opportunities in Ryanair and TotalEnergies are highlighted for their attractive valuations, strong management teams, sustainable capital returns, and focus on renewable energy. Legrand is seen as a key player in the AI field, providing equipment for data centres and benefiting from cyclical market recoveries.
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