Listen in to most recent Behind The Screens episode where Amaya Assan, Head of Fund Origination at Titan Square Mile, is joined by Mark Denham, Senior Portfolio Manager and Head of Equities at Carmignac. Mark manages the FP Carmignac European Leaders Fund, rated ‘Responsible A’ in our Academy of Funds.

In this episode, they explore Mark’s investment philosophy and the approach that underpins the strategy, including the key characteristics he and his team look for in European companies. They discuss the recent underperformance of quality stocks in Europe, where Mark is currently seeing the most compelling opportunities across IT, healthcare and financials, and how the portfolio is positioned against key regional risks. The conversation also touches on the outlook for the year ahead and concludes with a more personal insight into Mark’s interests outside of work.

This podcast was recorded in February 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance. 

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